GEOWEALTH MANAGEMENT LLC

444 N. Michigan Avenue
Suite 3150
Chicago, Illinois 60611
Tel: (312) 219-9160

About GEOWEALTH MANAGEMENT LLC

GEOWEALTH MANAGEMENT LLC, formally registered with the SEC as GEOWEALTH MANAGEMENT LLC. The firm was established in 02/25/2010. They have over 1 offices throughout the country.

GEOWEALTH MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $12,333,268,007 assets under management, offering retirement planning & investment advisory services to 74593 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148222
SEC#	801-71114
Assets Managed by Firm	$12,333,268,007
No. of Clients	74593
No. of Advisors	60

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	74593	$12,333,268,007
Individuals (other than high net worth individuals)	45941	$7,790,283,246
High net worth individuals	3386	$3,807,858,957
Pension and profit sharing plans	214	$291,753,710
Charitable organizations	25	$26,509,155
Corporations or other businesses	250	$416,862,939

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