JENEVA INVESTMENT ADVISORS INC.
Legal name: JENEVA WEALTH MANAGEMENT
CRD #155777 SEC #801-72059 ATLANTA, GA 404-537-1692
SEC Registered
Total AUM
$125M
Discretionary
$60M
Employees
1
Clients
0
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $125M | $60M | $65M | 1 | 1 |
| Mar 2012 | $125M | $60M | $65M | 1 | 1 |
| May 2011 | $25.7M | $0 | $25.7M | 5 | -- |
DateSep 2012
Total AUM$125M
Discretionary$60M
Non-Disc.$65M
Employees1
Clients1
DateMar 2012
Total AUM$125M
Discretionary$60M
Non-Disc.$65M
Employees1
Clients1
DateMay 2011
Total AUM$25.7M
Discretionary$0
Non-Disc.$25.7M
Employees5
Clients--