G
$233.7M Total AUM
$162.2M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2024
- Office Locations
- 1
Office Locations
1600 Avenue OF THE States Suite 303 Lakewood NJ
About Geneva Financial Group
Geneva Financial Group is a Lakewood-based RIA. The firm has been operating for 2 years. Managing $233.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Pershing.
Team overview
-- AVG AGE
$233.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
William Fischer
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
J
JACQUES FRENKEL
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2478034
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,171,216 | $2,002,114 |
| Non-Discretionary | $71,492,230 | $2,383,074 |
| Total | $233,663,446 | $2,105,076 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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