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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Geneva Financial Group LLC
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|---|---|
| CRD # | 331944 |
| SEC # | 801-130720 |
| CIK # | |
| AUM | $188.1 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-719-4101 |
| Address | 2060 W County Line Rd Jackson, NJ 08527 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 6.6 |
| (b) Individuals (high net worth individuals) | 11 | 127.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 53.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 188.1 |
| By Discretionary | ||
| Discretionary | 41 | 7.6 |
| Non-Discretionary | 30 | 180.5 |
| Total | 71 | 188.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.1 | |
| Total | 71 | 188.1 |
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|---|---|---|
|
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✚
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CA | 0.2 |
|
Foster & Wood Inc
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OR | 0.2 |
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|
Inflection Capital Management LLC
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CA | 0.2 |
|
Mindful Wealth LLC
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IL | 0.2 |
|
Baring Financial LLC
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|
WA | 0.2 |
|
Gates PASS Advisors LLC
✚
|
CA | 0.2 |
|
Weis Advisory LLC
✚
|
IA | 0.2 |
|
Premis Advisors LLC
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|
GA | 0.2 |
|
Center for Wealth Management LLC
✚
|
0.2 |