Geneva Partners, Llc, WI — Investment Adviser | BuildTrust

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GENEVA PARTNERS, LLC

Investment AdviceLAKE GENEVA, WI

Assets Under Management

$387.3M

Total AUM

Donut chart: Discretionary 387.3M
Category	Value
Discretionary	387.3M

Adviser Information

Field	Value
CRD Number	130768
SEC Number	801-107776
Street Address	772 WEST MAIN STREET
Street Address 2	SUITE 301
Location	LAKE GENEVA, WI 53147
Country	United States
Phone	262-248-1350
Fax	262-248-1321
Total Employees	8

Client Count by Type (571 Total)

Horizontal bar chart: Individuals (other than H… 489, High Net Worth Individual… 67, Corporations/Businesses 15
Category	Value
Individuals (other than H…	489
High Net Worth Individual…	67
Corporations/Businesses	15