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Jose Manuel Munoz Quiroga

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin
Clean record8 years registeredGENEVA CAPITAL MANAGEMENT LLC
411 E. WISCONSIN AVE., MILWAUKEE, WI 53202-4461CRD# 6862568Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Manuel Munoz Quiroga · MILWAUKEE, WI
Registration
CRD #6862568 · GENEVA CAPITAL MANAGEMENT LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GENEVA CAPITAL MANAGEMENT LLC
Oct 2017 – present
02

Registrations & Exams

Registration record
First registered · October 26, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENEVA CAPITAL MANAGEMENT LLC
CRD 105432 · SEC 801-28444
AUM
$5.8B
Regulatory assets under management
Employees
21
3,835 client accounts
Services offered by GENEVA CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at GENEVA CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Jose Manuel Munoz Quiroga offer?
Jose Manuel Munoz Quiroga specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Jose Manuel Munoz Quiroga's credentials?
Jose Manuel Munoz Quiroga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Manuel Munoz Quiroga located?
Jose Manuel Munoz Quiroga is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Jose Manuel Munoz Quiroga charge for services?
Jose Manuel Munoz Quiroga's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEVA CAPITAL MANAGEMENT LLC?
GENEVA CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEVA CAPITAL MANAGEMENT LLC

Michael Drew Elder
MILWAUKEE, WI
Matthew Paul Pistorio
MILWAUKEE, WI
Michelle Jean Picard
MILWAUKEE, WI
William S Priebe
MILWAUKEE, WI
Kristin Stanek
MILWAUKEE, WI
Amy S. Croen
MILWAUKEE, WI

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Nearby cities in Wisconsin
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