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GEOVEST ADVISORS INC
GEOVEST ADVISORS INC
FAIRPORT, New York
·
8 registered advisors
·
CRD# 105906
SEC# 801-31544
0
585-248-5050
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at GEOVEST ADVISORS INC
8 registered advisors
Charles Stuart Puls
FAIRPORT, New York
CRD# 5649024
David James Upson
FAIRPORT, New York
CRD# 864464
Matthew David Upson
FAIRPORT, New York
CRD# 7510394
Michele Renee Krug
FAIRPORT, New York
CRD# 6298778
Nancy Marie Wagner
FAIRPORT, New York
CRD# 5029263
Philip Michael Byrne
FAIRPORT, New York
CRD# 5649022
Robert Edgar Reeves
FAIRPORT, New York
CRD# 1253462
Sharon Dinardo Allen
FAIRPORT, New York
CRD# 1175325
05
Office Locations
FAIRPORT, New York
8 advisors
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Data sourced from SEC Form ADV filings. GEOVEST ADVISORS INC (CRD# 105906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.