Overview
Assets Under Management: $319 million
Headquarters: LAKE GENEVA, WI
High-Net-Worth Clients: 67
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.34
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,208
Discretionary Accounts: 1,208
Regulatory Filings
CRD Number: 130768
Last Filing Date: 2024-04-03 00:00:00
Website: https://genevapartnersllc.com