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Geneva Partners, Llc
Lake Geneva, Wisconsin
GENEVA PARTNERS, LLC is a distinguished investment advisory firm based in Lake Geneva, WI. With over 470 individual clients and an impressive $290,355,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Catering to high net worth individuals primarily, Geneva Partners manages 100% of their assets on a discretionary basis, ensuring a personalized and tailored approach to each client's financial goals.
Although 401K and individual accounts make up less than 30% of their total assets under management, Geneva Partners possesses the expertise and capability to efficiently ma...see more
Assets Under Mgmt
$290.35M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Geneva Partners, Llc
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