Geneva Financial Group
Geneva Financial Group is an SEC-registered ria in Jackson, NJ with $233.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Geneva Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331944, SEC 801-130720, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $233.7M (2026-06-15)
- Firm type
- Ria
- Location
- Jackson, NJ
- Employees
- 2
- Clients
- 49
- CRD
- 331944
- Ownership
- FRENKEL, JACQUES; Fischer, William; GENEVA ENTERPRISES INC.
How much AUM does Geneva Financial Group have?
Geneva Financial Group reported $233.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Geneva Financial Group?
Disclosed owners and executives of Geneva Financial Group include FRENKEL, JACQUES, Fischer, William, GENEVA ENTERPRISES INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.