Geneva Stock, L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Golf, 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. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The firm has provided minimal public detail about its advisory or business activities. FINTRX flags indicate Geneva Stock does not operate as a capital allocator and does not identify as an active ESG investor. Additional status indicators show it is not listed as a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

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 5
  • Daniel Williams

    OwnerCRD 1135589

  • Gary Silverman

    Shareholde, DirectorCRD 2346095

  • Joseph Pultz

    Joseph Pultz

    TraderCRD 2631238

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Golf, IL

Cook

Location

Golf, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
2 Orchard Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth