Geneva Partners is an investment advisor in Lake Geneva with $319.08 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680580610
SEC advisor number
801-107776
FINRA CRD number
130768
AUM ?
$319.03 mm
(as of 3 Apr 24)
Accounts
1,208
(as of 3 Apr 24)
Employees
8
(8 investment advisory or research)
Address
Geneva Partners
772 WEST MAIN STREET
SUITE 301
LAKE GENEVA
WI 53147
772 WEST MAIN STREET
SUITE 301
LAKE GENEVA
WI 53147
Phone
262-248-1350
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21