Geowealth Management LLC
Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $12,333,268,007 in 74,593 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management12,333MILLION
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Total Number of Accounts74,593ACCOUNTS
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Average Account Value$165,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
Colin Falls (CRD# 5742290) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Donal Falls (CRD# 6184844) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 10 years of experience in the finance industry.
Justin Farmer (CRD# 6339660) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Josh Hagar (CRD# 6959783) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.
John Hannah (CRD# 5898620) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Ivo Ivanov (CRD# 4470164) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.
Ross Ringer (CRD# 6144474) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Scott Silverman (CRD# 3128417) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 25 years of experience in the finance industry.
William Stewart (CRD# 5746437) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 13 years of experience in the finance industry.