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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
- LEI
- 254900V64QB04BLLQP26
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRENKEL, JACQUES | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRENKEL, JACQUES | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Fischer, William | I | CHIEF OPERATING OFFICER | NA | Control |
| Fischer, William | I | CHIEF OPERATING OFFICER | NA | Control |
| FRENKEL, JACQUES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRENKEL, JACQUES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRENKEL, JACQUES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRENKEL, JACQUES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GENEVA ENTERPRISES INC. | DE | OWNER | E | Control |
| GENEVA ENTERPRISES INC. | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
NJ NY
Address
2060 W. COUNTY LINE RDJACKSON, NJ 08527
United States
Phone: 732-719-4101