Geneva Financial Group LLC

Overview

Geneva Financial Group LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that consists of individual investors and families, emphasizing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without the complexities of multi-state advisory services or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices