GENEVA CAPITAL MANAGEMENT LLC

411 E. Wisconsin Ave.
Suite 2320
Milwaukee, Wisconsin 53202-4461
Tel: 414-224-6002

About GENEVA CAPITAL MANAGEMENT LLC

GENEVA CAPITAL MANAGEMENT LLC, formally registered with the SEC as GENEVA CAPITAL MANAGEMENT LLC. The firm was established in 12/04/1986. They have over 1 offices throughout the country.

GENEVA CAPITAL MANAGEMENT LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $5,841,894,931 assets under management, offering retirement planning & investment advisory services to 3835 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105432
SEC#	801-28444
Assets Managed by Firm	$5,841,894,931
No. of Clients	3835
No. of Advisors	21

Fee Structure

A percentage of AUM
Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3835	$5,841,894,931
Individuals (other than high net worth individuals)	62	$35,054,351
High net worth individuals	99	$441,466,417
Pension and profit sharing plans	26	$616,592,415
Charitable organizations	18	$171,384,228
Corporations or other businesses	20	$668,796,208

More Retirement Planning firms in Milwaukee, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$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
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

Explore More Retirement Advisors in Milwaukee, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.