GEOVEST ADVISORS INC

245 Willowbrook Office Park
1451 Pittsford Victor Rd
Fairport, New York 14450-4221
Tel: 585-248-5050

About GEOVEST ADVISORS INC

GEOVEST ADVISORS INC, formally registered with the SEC as GEOVEST ADVISORS INC. The firm was established in 03/24/1988. They have over 1 offices throughout the country.

GEOVEST ADVISORS INC is a Fairport, New York based Financial Planning firm with nearly $127,168,779 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105906
SEC#	801-31544
Assets Managed by Firm	$127,168,779
No. of Clients	239
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL ANALYSIS TO INSTITUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$127,168,779
Individuals (other than high net worth individuals)	94	$28,654,121
High net worth individuals	49	$94,717,958
Pension and profit sharing plans	Fewer than 5 clients	$592,626
Charitable organizations	Fewer than 5 clients	$3,204,074

More Retirement Planning firms in Fairport, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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