Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > lake geneva > GENEVA PARTNERS, LLC
GENEVA PARTNERS, LLC
772 West Main Street
Suite 301
Lake Geneva, Wisconsin 53147
Tel: 262-248-1350
About GENEVA PARTNERS, LLC
GENEVA PARTNERS, LLC, formally registered with the SEC as GENEVA PARTNERS, LLC. The firm was established in 05/09/2016. They have over 1 offices throughout the country.
GENEVA PARTNERS, LLC is a Lake Geneva, Wisconsin based Financial Planning firm with nearly $319,026,956 assets under management, offering retirement planning & investment advisory services to 1208 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130768 |
| SEC# | 801-107776 |
| Assets Managed by Firm | $319,026,956 |
| No. of Clients | 1208 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1208 | $319,026,956 |
| Individuals (other than high net worth individuals) | 502 | $89,698,757 |
| High net worth individuals | 55 | $215,316,751 |
| Corporations or other businesses | 15 | $14,011,448 |
More Retirement Planning firms in Lake Geneva, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Lake Geneva, Wisconsin