Investment adviser · CRD 155777

JENEVA WEALTH MANAGEMENT

Investment adviser filing (IA)

JENEVA INVESTMENT ADVISORS INC.

ATLANTA, GA, United States · Form ADV filed Sep 13, 2012

Regulatory AUM
$125M
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Sep 13, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3333 PIEDMONT RD, SUITE 2050, 20TH FLOOR
ATLANTA, GA, 30305, United States

CRD 155777

Filing source

Form ADV 669729 · Sep 13, 2012 · 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.