Geneva Financial Group
Firm details
- Headquarters
- Lakewood, New Jersey
- CRD number
- 331944
- Registered since
- July 19, 2024
- Custodians
- PERSHING LLC, BNY MELLON BANK
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.14%
- Corporations / Businesses28.58%
- Charitable Organizations3.53%
- Individuals3.41%
- Pension & Profit Sharing Plans0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Geneva Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual/family clients and institutional clients, charging fees as a percentage of assets under management. Its advisory work is centered on portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm does not present itself as an active ESG investor and is not described as a multi-state adviser or pension consultant. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds54%
- Non-Exchange Traded Equities20%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
1 of 1William Fischer
Chief Operating OfficerCRD 8026763
Contacts
1 of 1Jacques Frenkel
Owner, Managing Member and CCOCRD 2478034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood, NJ
Ocean
Location
Lakewood, NJ
Headquartered in Lakewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Ocean
- Address
- 1600 Avenue Of The States
- Time zone
- ET (UTC-5)
- Office locations
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