$7.0M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- FoundationBridge insight
- Established Date
- 02-23-2007
- Office Locations
- 2
Office Locations
2210 Midwest Rd. OAK Brook IL
-- Allen TX
About Geneva Financial Group LLC
Geneva Financial Group is an Illinois-based advisor offering full asset management built around a growth-and-value, rules-based equity approach designed to reduce emotion in stock selection. Portfolios are customized to client goals and risk tolerance and typically pair the core equity model with diversifiers such as small-cap, international equities, and bonds. Supports retail and institutional relationships; custody includes Charles Schwab and Vanguard.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$280.0K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
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Asset Classes
Vertex atlas Bridge horizon Alpha Harbor matrix Bridge
Client Personas
Summit
Custodian
Alpha Pathway oak Beacon vital
Investment Themes
Harbor Alpha
Investment Vehicles
Wave quantum Insight crest
Services
Radial prime Eagle Meridian Vertex crest
Technology
Pioneer Ember
Owner & Executives
G
GREGORY PETER LIESEN
Chief Compliance Officer, President
- CRD
- #3187833
- Ownership
- 75% or more
(903) 700-4762
wave.atlas@vertexcapital.com
in linkedin.com/in/foundation-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN S EMMETT
--
- CRD
- #2348092
(366) 649-5920
zenith.fusion@signalcapital.com
in linkedin.com/in/signal-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,850,000 | $143,750 |
| Non-Discretionary | $150,000 | $200,000 |
| Total | $7,000,000 | $145,455 |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - OTC:
14.8% Cash:
21.5% Equity - Exchange:
13.4% U.S. Government/Agency:
7.5% Corporate - Investment Grade:
5.4% Derivatives:
22.2% Public Funds:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $714,345,668 | 14.8% |
| Cash | $1,037,731,882 | 21.5% |
| Equity - Exchange | $646,772,429 | 13.4% |
| U.S. Government/Agency | $361,999,494 | 7.5% |
| Corporate - Investment Grade | $260,639,636 | 5.4% |
| Derivatives | $1,071,518,502 | 22.2% |
| Public Funds | $733,652,306 | 15.2% |
| Total | $4,826,659,917 | 100.0% |