GENEVA FINANCIAL GROUP LLC of LAKEWOOD, NJ is an SEC-registered investment adviser (CRD 331944). Regulatory assets under management: $233.7M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| 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 | — |