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GENEVA PARTNERS, LLC
CRD 130768 · SEC 801-107776
820 GENEVA PARKWAY NORTH, SUITE 106, LAKE GENEVA, WI, 53147, United States
Phone
262-248-1350
Fax
262-248-1321
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.6M
Discretionary AUM
$423.6M
Team
9 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 471 | $92.8M |
| High net worth individuals | 79 | $318.5M |
| Corporations/business entities | 15 | $12.2M |
States served
AZ, CA, IL, MI, NJ, NY, OH, WI, MO, FL
All web addresses on file
Official SEC filing: View on IAPD