Geneva Financial Group LLC
● SEC registered since 2024CRD 331944SEC# 801-130720Lakewood, NJ
Reg. AUM
$233.7M
Employees
2
Accounts
111
Location
Lakewood, NJ
Geneva Financial Group LLC assets under management
Geneva Financial Group LLC is an SEC-registered investment adviser based in Lakewood, NJ. The firm has been registered since 2024. It reports $233.7 million in regulatory assets under management and employs 2 people.
Geneva Financial Group LLC owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Geneva Financial Group LLC manage?
Geneva Financial Group LLC reports $233.7 million in regulatory assets under management on its Form ADV.
How many employees does Geneva Financial Group LLC have?
Geneva Financial Group LLC reports 2 employees.
Where is Geneva Financial Group LLC located?
Geneva Financial Group LLC is based in Lakewood, NJ and has been SEC-registered since 2024.
Does Geneva Financial Group LLC disclose fund performance?
Geneva Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Avenue of the States, Suite 303, Lakewood, NJ 08701 |
| 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 |
Regulatory AUM
$233.7M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$233.7Mregulatory AUM
Discretionary $162.2MNon-discretionary $71.5M