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 is registered with the SEC since 2001. The firm is privately owned (the record lists both a domestic entity and an individual as owners) and is categorized in the dataset as "Unclassified," with limited public disclosure about its business lines or client focus. Available fields indicate Geneva Stock is not designated as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. There is no published information in the source about fee schedules, specific advisory activities, or typical client segments.

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 7
  • Timothy Costa

    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

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