Geneva Stock, L.L.C.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Gurnee, Illinois
CRD number
104435
Registered since
April 6, 2001

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Timothy Costa

    Timothy Costa

    Portfolio ManagerCRD 6119681

  • Daniel Williams

    OwnerCRD 1135589

  • John Mcknight

    Registered Financial ProfessionalCRD 5037393

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth