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GENEVA FINANCIAL GROUP LLC
GENEVA FINANCIAL GROUP LLC
GENEVA FINANCIAL GROUP
JACKSON, New Jersey
·
1 registered advisor
·
CRD# 331944
SEC# 801-130720
0
732-719-4101
01
Firm Overview
AUM
$155M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at GENEVA FINANCIAL GROUP LLC
1 registered advisor
Jacques Frenkel
JACKSON, New Jersey
CRD# 2478034
05
Office Locations
JACKSON, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. GENEVA FINANCIAL GROUP LLC (CRD# 331944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.