GENEVA FINANCIAL GROUP LLC
Legal name: GENEVA FINANCIAL GROUP
CRD #331944 SEC #801-130720 JACKSON, NJ 732-719-4101
SEC Registered
Total AUM
$188.1M
Discretionary
$7.6M
Employees
2
Clients
--
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.1M | $7.6M | $180.5M | 2 | 0 |
| Mar 2025 | $188.1M | $7.6M | $180.5M | 2 | 0 |
| Sep 2024 | $155.1M | $5.5M | $149.7M | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$188.1M
Discretionary$7.6M
Non-Disc.$180.5M
Employees2
Clients0
DateMar 2025
Total AUM$188.1M
Discretionary$7.6M
Non-Disc.$180.5M
Employees2
Clients0
DateSep 2024
Total AUM$155.1M
Discretionary$5.5M
Non-Disc.$149.7M
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0