| Name | Title | Ownership | Since |
|---|---|---|---|
| Geneva Enterprises Inc. Control | Owner | Over 75% | 2025 |
| Jacques Frenkel Control | Managing Member/Chief Executive Officer/Chief Compliance Officer | Under 5% | 2024 |
| William Fischer Control | Chief Operating Officer | Under 5% | 2025 |
Geneva Financial Group LLC reports $188.1 million in regulatory assets under management on its Form ADV.
Geneva Financial Group LLC reports 2 employees.
Geneva Financial Group LLC is based in Jackson, NJ and has been SEC-registered since 2024.
Geneva Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2060 W. County Line Rd, Suite 303, Jackson, NJ 08527 |
| Phone | 732-719-4101 |
| Office hours | 10:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.6M |
| Non-discretionary | $180.5M |
| Total (RAUM) | $188.1M |