GENEVA FINANCIAL GROUP LLC
Doing business as GENEVA FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$233,663,446
Discretionary
$162,171,216
Non-discretionary
$71,492,230
Firm details
- CRD number
- 331944
- SEC file number
- 801-130720
- Main office
- LAKEWOOD, NJ, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.