Geneva Financial Group LLC

Overview

Geneva Financial Group LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with fee-based portfolio management. The firm charges a percentage-of-AUM fee and focuses advisory activity on portfolio management for individuals and small businesses. It does not present itself as a multi-state adviser or an active ESG investor, and it is not structured as a capital allocator. The firm's client base is individual and family households rather than institutional or pension sponsors. Geneva Financial Group identifies its primary advisory activity as discretionary portfolio management; a small portion of assets is managed on a non-discretionary basis.

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Public Holdings

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Location & Offices