GENEVA PARTNERS, LLC
Firm details
- Headquarters
- LAKE GENEVA, Wisconsin
- CRD number
- 130768
- Registered since
- May 9, 2016
- Website
- www.genevapartnersllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.2%
- Individuals21.91%
- Corporations / Businesses2.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Geneva Partners, LLC is a privately held limited liability company that has been SEC-registered since 2016 and operates as a fee-based investment adviser charging a percentage of assets under management. The firm serves both individual/family clients and institutional clients, focusing its advisory work on discretionary portfolio management for individuals, small businesses and for business or institutional portfolios. Geneva Partners reports no active ESG investing program and is not designated as a multi-state adviser. Its regulatory classification is listed as unclassified and it notes an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities69%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds7%
- US Government Bonds3%
Contacts
3 of 9THOMAS ROWE
Investment Advisor RepresentativeCRD 2284275
MARK MCCURRY
Investment Adviser RepresentativeCRD 1051014
STEVEN SCHWEFEL
PresidentCRD 1091898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$65.9M in ETFs
88%
$57.9M
8%
$8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.7M | 14,815 | 14.68% |
Location
LAKE GENEVA, WI
WALWORTH
Location
LAKE GENEVA, WI
Headquartered in LAKE GENEVA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WALWORTH
- Address
- 820 Geneva Pkwy N
- Time zone
- CT (UTC-6)
- Office locations
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