GENEVA FINANCIAL GROUP LLC

GENEVA FINANCIAL GROUP LLC is an SEC-registered investment adviser (CRD 142899). Regulatory assets under management: $7.0M.

Registration

• CRD: 142899
• SEC file number: 801-107959
• Type: Registered investment adviser
• Phone: 630-645-8201
• Latest filing: 2025-07-09
• Regulatory AUM: $7.0M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $150K
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142899 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search