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Robert J. Coulton

GENEVA ADVISORS, LLC·CHICAGO, Illinois
Unclaimed Profile
181 W. MADISON ST, CHICAGO, IL 60602-4690CRD# 4757428Firm CRD# 121629
01

About

Robert J. Coulton is a registered financial advisor based in CHICAGO, Illinois, affiliated with GENEVA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
GENEVA ADVISORS, LLC
GENEVA ADVISORS, LLC
AUM
$7.9B
Regulatory assets under management
Employees
101
Total firm employees
View all advisors at GENEVA ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4757428
Firm CRD# 121629
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert J. Coulton offer?
Robert J. Coulton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Robert J. Coulton's credentials?
Robert J. Coulton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert J. Coulton located?
Robert J. Coulton is based in CHICAGO, Illinois, working with GENEVA ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Robert J. Coulton charge for services?
Robert J. Coulton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEVA ADVISORS, LLC?
GENEVA ADVISORS, LLC has approximately 101 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEVA ADVISORS, LLC

Daniel Philip Delany
CHICAGO, IL
Daniel J. Romanoff
CHICAGO, IL
Gordon C Scott
CHICAGO, IL
Gregg Douglas Anderson
CHICAGO, IL
James Addison Barasa
CHICAGO, IL
Jon Scot Tyson
CHICAGO, IL

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