Geneva Stock, L.L.C.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Gurnee, Illinois
CRD number
104435
Registered since
April 6, 2001

Firm profile

FINTRX

Overview

Geneva Stock, L.L.C. is organized as a limited liability company and is recorded as SEC-registered since 2001. FINTRX classifies the firm as "Unclassified" and identifies the owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not being a capital allocator and not operating as a multi-state adviser. It is also not listed as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Public filings and the FINTRX snapshot provide only high-level registry details; the source contains little granular information about the firm's advisory services, client segments, or fee model. That absence of descriptive business-activity data limits the ability to describe service lines or client-facing positioning with confidence.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Daniel Williams

    OwnerCRD 1135589

  • Gary Silverman

    Shareholde, DirectorCRD 2346095

  • Joseph Pultz

    Joseph Pultz

    TraderCRD 2631238

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Gurnee, IL

Lake

Location

Gurnee, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
4973 Boulders Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth