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Geneva Investment Management Of Chicago, LLC (Chicago)


Geneva Investment Management Of Chicago, LLC is a large advisory firm based in Chicago. It manages $7.33 billion of regulatory assets for 11,881 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Geneva Investment Management Of Chicago provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Geneva Investment Management Of Chicago: assets under management

The assets under management (AUM) of Geneva Investment Management Of Chicago, LLC is $7.33 billion. The firm's AUM has grown by 1262% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.09 billion in discretionary accounts and $239.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $598.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.45 million.
Geneva Investment Management Of Chicago has custody of $38.41 million in cash and securities for 283 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geneva Investment Management Of Chicago, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Geneva Investment Management Of Chicago, LLC performs its advisory services is located at 181 W. Madison St, Chicago, IL 60602 4690, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-422-1720 or by fax 312-578-9302. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.genevainvestmentmanagement.com.


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