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

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