GEOWEALTH MANAGEMENT LLC

CHICAGO, Illinois·3 registered advisors·CRD# 148222
SEC# 801-711140(312) 219-9160
01

Firm Overview

AUM
$12.3B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at GEOWEALTH MANAGEMENT LLC

3 registered advisors
Colin James Falls
CHICAGO, Illinois
Ivo Vassilev Ivanov
CHICAGO, Illinois
John M Hannah
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. GEOWEALTH MANAGEMENT LLC (CRD# 148222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.