Network·Venture Capital
📍 LAKE GENEVA, WI
SEC CRD #801-107776
As an SEC registered investment advisory firm, Geneva Partners LLC delivers objective, unbiased recommendations to our clients. Geneva Partners is an SEC Registered Investment Adviser. We are legally obligated to operate in a fiduciary capacity and adhere to the duty of loyalty and care ... Steve is the President of Geneva Partners. He has more than 35 years of experience assisting clients in managing their investment assets.
STEVEN SCHWEFEL
CHIEF COMPLIANCE OFFICER
📞 (262) 248-1350
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AUM
$424M
Check Size
$2.3B–$2.3B
Location
LAKE GENEVA, WI
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