GENEVA STOCK, L.L.C.
Firm details
- Headquarters
- GURNEE, Illinois
- CRD number
- 104435
- Registered since
- April 6, 2001
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7TIMOTHY COSTA
Portfolio ManagerCRD 6119681
DANIEL WILLIAMS
OwnerCRD 1135589
JOHN MCKNIGHT
Registered Financial ProfessionalCRD 5037393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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