Geneva Stock, L.L.C.

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Geneva Stock, L.L.C. is organized as a limited liability company and has been registered with the SEC since 2001. Public filings list the owner type as both a domestic entity and an individual. The firm does not identify itself as a capital allocator and is otherwise classified as unclassified in the source dataset. It does not report being an active ESG investor, is not a multi-state adviser, and does not indicate pension consulting or related-adviser status. Disclosure from the firm is sparse: the source provides no detail on advisory activities, fee schedules, client segments, or day-to-day business lines, which limits a deeper read on positioning or client focus.

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 6
  • Daniel Williams

    OwnerCRD 1135589

  • Gary Silverman

    Shareholde, DirectorCRD 2346095

  • Joseph Pultz

    Joseph Pultz

    TraderCRD 2631238

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Golf, IL

Cook

Location

Golf, IL

Headquartered in Golf, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
2 Orchard Ln
Time zone
CT (UTC-6)
Office locations

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