|
⚲
|
| GeoVest Advisors Inc
✚
|
|
|---|---|
| CRD # | 105906 |
| SEC # | 801-31544 |
| CIK # | |
| AUM | $105.3 MM (2023-03-09) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 585-248-5050 |
| Address | 245 Willowbrook Office Park Fairport, NY 14450-4221 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 34.7 |
| (b) Individuals (high net worth individuals) | 39 | 65.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.6 |
| (h) Charitable organizations | 5 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 105.3 |
| By Discretionary | ||
| Discretionary | 248 | 101.2 |
| Non-Discretionary | 5 | 4.1 |
| Total | 253 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.3 | |
| Total | 253 | 105.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Equity Advisors of Kentucky Inc
✚
|
KY | 0.1 |
|
Roth Asset Management Inc
✚
|
OR | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
Financial Management Inc
✚
|
AR | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
Lexington Avenue Capital Management LLC
✚
|
NY | 0.1 |
|
Michael S Ryan Inc
✚
|
NY | 0.1 |
|
MJB Asset Management LLC
✚
|
NY | 0.1 |