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 organized as a limited liability company and is registered with the SEC since 2001. The firm is privately owned (the record lists both a domestic entity and an individual as owners) and is categorized in the dataset as "Unclassified," with limited public disclosure about its business lines or client focus. Available fields indicate Geneva Stock is not designated as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. There is no published information in the source about fee schedules, specific advisory activities, or typical client segments.
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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