Geneva Partners is a fee-only, SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. We utilize a team approach in developing a client’s investment portfolio by assessing their long-term objectives − analyzing cash flow needs, income tax liabilities, and retirement goals are part of this process. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.
View Top Employees from Geneva Partners, LLC| Website | http://www.genevapartnersllc.com/ |
| Revenue | $8.6 million |
| Employees | 4 (4 on RocketReach) |
| Founded | 2004 |
| Address | 772 West Main Street Suite 301, Lake Geneva, Wisconsin 53147, US |
| Phone | (262) 248-1350 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Executive Wealth Planning, Financial Architects Inc., Kathmere Capital Management, Schaecher Berend Wealth |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Geneva Partners, LLC Questions
The Geneva Partners, LLC annual revenue was $8.6 million in 2023.
Valerie Lamp is the Managing Director of Geneva Partners, LLC.
4 people are employed at Geneva Partners, LLC.
Geneva Partners, LLC is based in Lake Geneva, Wisconsin.
The NAICS codes for Geneva Partners, LLC are [52, 5239, 52393, 523].
The SIC codes for Geneva Partners, LLC are [628, 62].
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