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GENEVA PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$423,600,853
Discretionary
$423,600,853
Non-discretionary
$0

Firm details

CRD number
130768
SEC file number
801-107776
Main office
LAKE GENEVA, WI, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.