GENEVA PARTNERS, LLC of LAKE GENEVA, WI is an SEC-registered investment adviser (CRD 130768). Regulatory assets under management: $423.6M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Steven Perry Schwefel | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| SCHWEFEL STEVEN PERRY | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHICAGO | IL | 2 | 312-374-3470 |