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GENEVA CAPITAL MANAGEMENT LLC

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

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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 $5,026,791,348 assets under management, offering retirement planning & investment advisory services to 3618 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105432
SEC#801-28444
Assets Managed by Firm$5,026,791,348
No. of Clients3618
No. of Advisors20

Fee Structure

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

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total3618$5,026,791,348
Individuals (other than high net worth individuals)3037$428,088,717
High net worth individuals137$529,696,480
Pension and profit sharing plans111$729,305,249
Charitable organizations174$302,710,774
Corporations or other businesses135$626,723,227

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