GENEVA PARTNERS, LLC
SEC RegisteredBuild and Preserve Your Wealth
About the firm
Geneva Partners is an SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment management, financial planning, and portfolio management. Services include assessing cash flow needs, income tax liabilities, retirement goals, and estate plans to produce a comprehensive financial plan.
Who they serve
High-net-worth individuals and businesses that expect excellence, are knowledgeable and well-educated, and are highly motivated to work with an experienced team of professionals to achieve their goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 471 | $93M |
| High Net Worth Individuals | 79 | $319M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $500,000 | 1.50% |
| $500,001 - $2,000,000 | 1.25% |
| $2,000,001 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.75% |
| Over $10,000,000 | 0.00% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GENEVA PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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