Geowealth Management LLC
Geowealth Management LLC (CRD# 148222) is a financial advisory firm headquartered in Chicago, IL. They manage $7,546,226,904 in 63,478 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,546MILLION
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Total Number of Accounts63,478ACCOUNTS
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Average Account Value$118,879
- 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
Timothy Arnold (CRD# 7256032) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Brook Campbell (CRD# 6598994) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Luke Harangody (CRD# 7718911) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 2 years of experience in the finance industry.
Lindsey Repp (CRD# 6226548) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Jennifer Wing (CRD# 5190311) is an Investment Advisor Representative working at Geowealth Management LLC in Greenwich, CT and has over 5 years of experience in the finance industry.