GENEVA STOCK, L.L.C.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
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 appears on the SEC adviser register with an initial registration year of 2001. The firm's ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and the snapshot flags several administrative attributes: it is not identified as a capital allocator, it is not an active ESG investor, it is not a multi-state adviser, it is not a pension consultant, and it is not listed as a related adviser or a newly formed adviser. The firm has not provided descriptive details about its investment approach, client segments, fee schedule, or day-to-day advisory activities in the FINTRX record. That lack of published strategy and service information limits public visibility into how Geneva Stock sources investments, constructs portfolios, or serves clients.

Assets & Accounts

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 7
  • TIMOTHY COSTA

    Portfolio ManagerCRD 6119681

  • DANIEL WILLIAMS

    OwnerCRD 1135589

  • JOHN MCKNIGHT

    Registered Financial ProfessionalCRD 5037393

Unlock 4 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth