Geneva Stock, L.L.C.
Firm details
- Headquarters
- Gurnee, Illinois
- CRD number
- 104435
- Registered since
- April 6, 2001
Firm profile
FINTRXOverview
Geneva Stock, L.L.C. is a limited liability company that has been SEC-registered since 2001. Regulatory filings classify the firm as unclassified and list its ownership as a mix of a domestic entity and an individual. The firm does not identify as a capital allocator, is not active on ESG investing, and is not registered as a multistate adviser. Filings also indicate it is not a pension consultant, not a related adviser, and is not newly formed. The record provides no detail on the firm’s advisory activities, fee schedule, client segments, or specific investment focus. The absence of those disclosures in available data makes it difficult to profile strategy, client service model, or target investor types.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Timothy Costa
Portfolio ManagerCRD 6119681
Daniel Williams
OwnerCRD 1135589
John Mcknight
Registered Financial ProfessionalCRD 5037393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gurnee, IL
Lake
Location
Gurnee, IL
Headquartered in Gurnee, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 4973 Boulders Dr
- Time zone
- CT (UTC-6)
- Office locations
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