| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Upson Control | Vice President & Portfolio Manager | 25-50% | 1990 |
| Michele Renee Krug Control | Vp, Operations Manager, Chief Compliance Officer | Under 5% | 2016 |
| Philip Michael Byrne Control | Vice President & Chief Investment Officer | Under 5% | 2008 |
Geovest Advisors Inc reports $127.2 million in regulatory assets under management on its Form ADV.
Geovest Advisors Inc reports 6 employees.
Geovest Advisors Inc is based in Fairport, NY and has been SEC-registered since 1988.
Geovest Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 245 Willowbrook Office Park, 1451 Pittsford Victor Rd, Fairport, NY 14450-4221 |
| Phone | 585-248-5050 |
| Fax | 585-248-8784 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $123M |
| Non-discretionary | $4.2M |
| Total (RAUM) | $127.2M |