Henderson Geneva Capital Management

Henderson Geneva Capital Management (CRD# 105432) is a financial advisory firm headquartered in Milwaukee, WI. They manage $4,682,295,983 in 490 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,682
    MILLION
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $9,555,706
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • 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 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

Financial Advisors at Henderson Geneva Capital Management
Showing 1 - 10 of 10 top financial advisors.
1
Nicholas C. Bauer
CRD#: 3099440
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
96
Wealthminder
score

Nicholas Bauer (CRD# 3099440) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 13 years of experience in the finance industry.

2
Michelle J. Picard
CRD#: 2991984
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
96
Wealthminder
score

Michelle Picard (CRD# 2991984) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 18 years of experience in the finance industry.

3
Derek J. Pawlak
CRD#: 2349696
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

Derek Pawlak (CRD# 2349696) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 20 years of experience in the finance industry.

4
Matthew P. Pistorio
CRD#: 5173145
100 E Wisconsin Ave, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

Matthew Pistorio (CRD# 5173145) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 10 years of experience in the finance industry.

5
William S. Priebe
CRD#: 4862905
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
93
Wealthminder
score

William Priebe (CRD# 4862905) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 12 years of experience in the finance industry.

6
Stephen E. Reynolds
CRD#: 4843745
737 N. Michigan Ave, Suite 1700, Chicago, IL 60611
93
Wealthminder
score

Stephen Reynolds (CRD# 4843745) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Chicago, IL and has over 11 years of experience in the finance industry.

7
Patrick M. Caragher
CRD#: 5755171
737 N. Michigan Ave, Suite 1700, Chicago, IL 60611
90
Wealthminder
score

Patrick Caragher (CRD# 5755171) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Chicago, IL and has over 5 years of experience in the finance industry.

8
Amy S. Croen
CRD#: 4339839
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

Amy Croen (CRD# 4339839) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has 1 year of experience in the finance industry.

9
William A. Priebe
CRD#: 4341399
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
90
Wealthminder
score

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

10
Nicholas W. Klomstad
CRD#: 6215249
100 E Wisconsin Avenue, Suite 2550, Milwaukee, WI 53202
89
Wealthminder
score

Nicholas Klomstad (CRD# 6215249) is an Investment Advisor Representative working at Henderson Geneva Capital Management in Milwaukee, WI and has over 3 years of experience in the finance industry.

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