GENEVA FUND PARTNERS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
,
CRD number
340484
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Geneva Fund Partners is organized as a limited liability company and is owned by an individual. The firm’s advisory focus is portfolio management for individuals and small businesses. Its stated fee approach includes a percentage-of-assets-under-management component along with other fee arrangements. Geneva Fund Partners is not identified as an active ESG investor, does not serve as a pension consultant, and is not a capital allocator or a related adviser. The firm lists an industry affiliation with an insurance company. The firm’s SEC registration year is not provided.

Assets & Accounts

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

Owners & executives

1 of 1
  • KEVIN ZEMANN

    Chief Compliance OfficerCRD 2395939

Contacts

3 of 3
  • MARSHALL GAUSE

    Investment Adviser RepresentativeCRD 2507873

  • GLEN SHEPHERD

    PresidentCRD 3268776

  • Parker Jamieson

    PartnerCRD 7366282

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth