|
⚲
|
| GeoVest Advisors Inc
✚
| |
|---|---|
| CRD # | 105906 |
| SEC # | 801-31544 |
| CIK # | |
| AUM | $121.5 MM (2024-03-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 585-248-5050 |
| Address | 245 Willowbrook Office Park Fairport, NY 14450-4221 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 32.0 |
| (b) Individuals (high net worth individuals) | 50 | 85.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 121.5 |
| By Discretionary | ||
| Discretionary | 263 | 117.4 |
| Non-Discretionary | 5 | 4.1 |
| Total | 268 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.5 | |
| Total | 268 | 121.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |
|
Intercam Advisors Inc
✚
|
FL | 0.1 |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Redwood Park Advisors LLC
✚
|
CA | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |