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GENEVA FINANCIAL GROUP
GENEVA FINANCIAL GROUP LLC
CRD 331944 · SEC 801-130720
1600 AVENUE OF THE STATES, SUITE 303, LAKEWOOD, NJ, 08701, United States
Phone
732-719-4101
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.7M
Discretionary AUM
$162.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $8.0M |
| High net worth individuals | 12 | $149.9M |
| Corporations/business entities | 10 | $66.8M |
States served
NJ, NY
Official SEC filing: View on IAPD