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GENEVA ADVISORS, LLC
GENEVA ADVISORS, LLC
CHICAGO, Illinois
·
36 registered advisors
·
CRD# 121629
SEC# 801-61890
312-422-1720
01
Firm Overview
AUM
$7.9B
Regulatory assets under management
Employees
101
Total firm employees
Advisors
36
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at GENEVA ADVISORS, LLC
36 registered advisors
Amit Dhawan
CHICAGO, Illinois
CRD# 4439874
Anil K. Thomas
CHICAGO, Illinois
CRD# 5477570
Bruce Lawrence Klein
CHICAGO, Illinois
CRD# 1588544
Chad Starkovich
CHICAGO, Illinois
CRD# 6176116
Christopher James Lewis
CHICAGO, Illinois
CRD# 2763971
Daniel J. Romanoff
CHICAGO, Illinois
CRD# 4281417
Daniel Philip Delany
CHICAGO, Illinois
CRD# 2403887
David Pierce
CHICAGO, Illinois
CRD# 4556137
Eliezer J Hernandez
CHICAGO, Illinois
CRD# 6308719
Erin Schornack Dickes
CHICAGO, Illinois
CRD# 2787956
Gordon C Scott
CHICAGO, Illinois
CRD# 1579233
Gregg Douglas Anderson
CHICAGO, Illinois
CRD# 2385873
Gregory Leo Schroer
CHICAGO, Illinois
CRD# 2511018
James Addison Barasa
CHICAGO, Illinois
CRD# 4603972
James Jay Arado
CHICAGO, Illinois
CRD# 6756
James L. Farrell
CHICAGO, Illinois
CRD# 4836700
John Patrick Huber
CHICAGO, Illinois
CRD# 2457037
Jon Scot Tyson
CHICAGO, Illinois
CRD# 3004900
Katherine M Brown
CHICAGO, Illinois
CRD# 2907030
Kathryn Lucia Bergin
CHICAGO, Illinois
CRD# 2038636
Kelly Thomas Goalby
CHICAGO, Illinois
CRD# 2029480
Kenneth Joseph Gimbel
CHICAGO, Illinois
CRD# 1737279
Matthew Kenneth Scherer
CHICAGO, Illinois
CRD# 2833362
Michael Edward Mortell
CHICAGO, Illinois
CRD# 1214352
Michael Steven Brady
CHICAGO, Illinois
CRD# 5980704
Michelle Marie Hermann
CHICAGO, Illinois
CRD# 2330777
Richard French Judd
CHICAGO, Illinois
CRD# 1891117
Richard Kurt Sheiner
CHICAGO, Illinois
CRD# 1113326
Richard Samuel Kaplan
CHICAGO, Illinois
CRD# 1253766
Robert Campbell Bridges
CHICAGO, Illinois
CRD# 2239831
Robert J. Coulton
CHICAGO, Illinois
CRD# 4757428
Sean Brady Dobbins
CHICAGO, Illinois
CRD# 4728233
Thomas Shelby Bridges
CHICAGO, Illinois
CRD# 3180557
Thomas Vernon Bruns
CHICAGO, Illinois
CRD# 1482564
Timothy Scott Musial
CHICAGO, Illinois
CRD# 5314570
Tina Marie Frey
CHICAGO, Illinois
CRD# 734300
05
Office Locations
CHICAGO, Illinois
36 advisors
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Data sourced from SEC Form ADV filings. GENEVA ADVISORS, LLC (CRD# 121629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.