Geneva Capital Management LLC

Geneva Capital Management LLC (CRD# 105432) is a financial advisory firm headquartered in Milwaukee, WI. They manage $5,274,475,559 in 3,099 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,274
    MILLION
  • Total Number of Accounts
    3,099
    ACCOUNTS
  • Average Account Value
    $1,701,993
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Geneva Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jose M. Munoz Quiroga
CRD#: 6862568
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202

Jose Munoz Quiroga (CRD# 6862568) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

2
Derek J. Pawlak
CRD#: 2349696
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202

Derek Pawlak (CRD# 2349696) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 24 years of experience in the finance industry.

3
Matthew P. Pistorio
CRD#: 5173145
100 E Wisconsin Ave, Suite 2550, Milwaukee, WI 53202

Matthew Pistorio (CRD# 5173145) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.

4
William A. Priebe
CRD#: 4341399
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202

William Priebe (CRD# 4341399) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

5
William S. Priebe
CRD#: 4862905
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202

William Priebe (CRD# 4862905) is an Investment Advisor Representative working at Geneva Capital Management LLC in Milwaukee, WI and has over 16 years of experience in the finance industry.

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