Investment adviser · CRD 331944
GENEVA FINANCIAL GROUP
Investment adviser filing (IA)
GENEVA FINANCIAL GROUP LLC
LAKEWOOD, NJ, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 111 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 12 | $149,881,223 | 64.1% |
| Corporations & businesses | 10 | $66,772,618 | 28.6% |
| Charities | Fewer than 5 | $8,250,868 | 3.5% |
| Individuals | 27 | $7,969,050 | 3.4% |
| Retirement plans | Fewer than 5 | $789,687 | 0.3% |
Filing source
Form ADV 2113121 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1600 AVENUE OF THE STATES, SUITE 303LAKEWOOD, NJ, 08701, United States
CRD 331944
Filing source
Form ADV 2113121 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.