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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GeoVest Advisors Inc
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|---|---|
| CRD # | 105906 |
| SEC # | 801-31544 |
| CIK # | |
| AUM | $127.2 M (2025-02-25) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 585-248-5050 |
| Address | 245 Willowbrook Office Park Fairport, NY 14450-4221 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 28.7 |
| (b) Individuals (high net worth individuals) | 49 | 94.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 127.2 |
| By Discretionary | ||
| Discretionary | 234 | 123.0 |
| Non-Discretionary | 5 | 4.2 |
| Total | 239 | 127.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.2 | |
| Total | 239 | 127.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cerasus Advisors Inc
✚
|
0.1 | |
|
Chromecore LLC
✚
|
CA | 0.1 |
|
Oakmont Advisory Group LLC
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NM | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
JK Private Wealth LLC
✚
|
CT | 0.1 |
|
Echelons Capital LLC
✚
|
UT | 0.1 |
|
Forrest Financial Services LLC
✚
|
IA | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |