GEIGER WEALTH MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
159526
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Geiger Wealth Management operates as a corporation focused on providing a range of financial services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as institutions. Geiger Wealth Management employs a fee structure that includes a percentage of assets under management and hourly charges. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM GEIGER

    Founder and CEOCRD 1356217

Contacts

1 of 1
  • MAYTTE GEIGER

    ChairmanCRD 5995524

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAK BROOK, IL

DU PAGE

Location

OAK BROOK, IL

Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
1900 Spring Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth