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GEOVEST ADVISORS INC
CRD 105906 · SEC 801-31544
245 WILLOWBROOK OFFICE PARK, 1451 PITTSFORD VICTOR RD, FAIRPORT, NY, 14450-4221, United States
Phone
585-248-5050
Fax
585-248-8784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.9M
Discretionary AUM
$143.5M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL ANALYSIS TO INSTITUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $25.4M |
| High net worth individuals | 62 | $118.1M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD