# GENEVA FINANCIAL GROUP LLC

GENEVA FINANCIAL GROUP LLC of LAKEWOOD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 331944
- Type: SEC-registered investment adviser
- SEC file number: 801-130720
- Location: 1600 AVENUE OF THE STATES, SUITE 303, LAKEWOOD, NJ, 08701
- Phone: 732-719-4101
- Latest filing: 2026-06-15
- Regulatory AUM: $233.7M
- Discretionary AUM: $162.2M
- Non-discretionary AUM: $71.5M
- Clients: 2
- Accounts: 111

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| William Fischer | CHIEF OPERATING OFFICER | HAMILTON, D0 |
| Jacques Frenkel | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| FRENKEL JACQUES | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331944/similar
- Related entities: https://search.stillhousedata.com/firm/331944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331944

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.