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GENEVA PARTNERS, LLC
GENEVA PARTNERS, LLC
LAKE GENEVA, Wisconsin
·
1 registered advisor
·
CRD# 130768
SEC# 801-107776
0
262-248-1350
01
Firm Overview
AUM
$319M
Regulatory assets under management
Employees
8
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 PARTNERS, LLC
1 registered advisor
Steven Perry Schwefel
LAKE GENEVA, Wisconsin
CRD# 1091898
05
Office Locations
LAKE GENEVA, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. GENEVA PARTNERS, LLC (CRD# 130768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.