Active
GENEVA FINANCIAL GROUP
Investment Advice|JACKSON, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$188.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 7.6M |
| Non-Discretionary | 180.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 331944 |
| SEC Number | 801-130720 |
| Street Address | 2060 W. COUNTY LINE RD |
| Location | JACKSON, NJ 08527 |
| Country | United States |
| Phone | 732-719-4101 |
| Total Employees | 2 |
Client Count by Type (44 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 27 |
| High Net Worth Individual… | 11 |
| Corporations/Businesses | 5 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
BOROUGH OF BARNEGAT LIGHT
BOROUGH OF BAY HEAD
BOROUGH OF BEACH HAVEN
BOROUGH OF BEACHWOOD
BOROUGH OF HARVEY CEDARS
BOROUGH OF ISLAND HEIGHTS
BOROUGH OF LAKEHURST
BOROUGH OF LAVALLETTE
BOROUGH OF MANTOLOKING
BOROUGH OF OCEAN GATE
BOROUGH OF PINE BEACH
BOROUGH OF POINT PLEASANT
BOROUGH OF POINT PLEASANT BEACH
BOROUGH OF SEASIDE HEIGHTS
BOROUGH OF SEASIDE PARK
BOROUGH OF SHIP BOTTOM
BOROUGH OF SOUTH TOMS RIVER
BOROUGH OF SURF CITY
BOROUGH OF TUCKERTON
COUNTY OF OCEAN
BOROUGH OF BARNEGAT LIGHT
BOROUGH OF BAY HEAD
BOROUGH OF BEACH HAVEN
BOROUGH OF BEACHWOOD
BOROUGH OF HARVEY CEDARS
BOROUGH OF ISLAND HEIGHTS
BOROUGH OF LAKEHURST
BOROUGH OF LAVALLETTE
BOROUGH OF MANTOLOKING
BOROUGH OF OCEAN GATE
BOROUGH OF PINE BEACH
BOROUGH OF POINT PLEASANT
BOROUGH OF POINT PLEASANT BEACH
BOROUGH OF SEASIDE HEIGHTS
BOROUGH OF SEASIDE PARK
BOROUGH OF SHIP BOTTOM
BOROUGH OF SOUTH TOMS RIVER
BOROUGH OF SURF CITY
BOROUGH OF TUCKERTON
COUNTY OF OCEAN
BOROUGH OF BARNEGAT LIGHT
BOROUGH OF BAY HEAD
BOROUGH OF BEACH HAVEN
BOROUGH OF BEACHWOOD
BOROUGH OF HARVEY CEDARS
BOROUGH OF ISLAND HEIGHTS
BOROUGH OF LAKEHURST
BOROUGH OF LAVALLETTE
BOROUGH OF MANTOLOKING
BOROUGH OF OCEAN GATE
BOROUGH OF PINE BEACH
BOROUGH OF POINT PLEASANT
BOROUGH OF POINT PLEASANT BEACH
BOROUGH OF SEASIDE HEIGHTS
BOROUGH OF SEASIDE PARK
BOROUGH OF SHIP BOTTOM
BOROUGH OF SOUTH TOMS RIVER
BOROUGH OF SURF CITY
BOROUGH OF TUCKERTON
COUNTY OF OCEAN
Municipal Government
34 Active
34
Organizations
BD OF FIRE COMM DISTRICT 2
BEACH HAVEN VOLUNTEER FIRE COMP NO. 1
BEACHWOOD VOLUNTEER FIRE CO
BOARD OF FIRE COMMISSIONERS DISTRICT #3
BOARD OF FIRE COMMISSIONERS, FIRE DIST. NO 3, BRICK TOWNSHIP
BRICK TOWNSHIP FIRE DISTRICT 1
BRICK TOWNSHIP FIRE DISTRICT 2
BRICK TOWNSHIP FIRE DISTRICT 3
JACKSON BOARD OF FIRE COMMISSION #4
JACKSON TOWNSHIP FIRE DISTRICT 2
JACKSON TOWNSHIP FIRE DISTRICT 3
JACKSON TOWNSHIP FIRE DISTRICT 4
LAKEWOOD TOWNSHIP FIRE DISTRICT 1
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 2
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 3
OCEAN COUNTY SOIL CONSERVATION DISTRICT
OCEAN COUNTY UTILITIES AUTHORITY
PLUMSTED FIRE DISTRICT 1
PLUMSTED TOWNSHIP FIRE DISTRICT 1
BD OF FIRE COMM DISTRICT 2
BEACH HAVEN VOLUNTEER FIRE COMP NO. 1
BEACHWOOD VOLUNTEER FIRE CO
BOARD OF FIRE COMMISSIONERS DISTRICT #3
BOARD OF FIRE COMMISSIONERS, FIRE DIST. NO 3, BRICK TOWNSHIP
BRICK TOWNSHIP FIRE DISTRICT 1
BRICK TOWNSHIP FIRE DISTRICT 2
BRICK TOWNSHIP FIRE DISTRICT 3
JACKSON BOARD OF FIRE COMMISSION #4
JACKSON TOWNSHIP FIRE DISTRICT 2
JACKSON TOWNSHIP FIRE DISTRICT 3
JACKSON TOWNSHIP FIRE DISTRICT 4
LAKEWOOD TOWNSHIP FIRE DISTRICT 1
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 2
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 3
OCEAN COUNTY SOIL CONSERVATION DISTRICT
OCEAN COUNTY UTILITIES AUTHORITY
PLUMSTED FIRE DISTRICT 1
PLUMSTED TOWNSHIP FIRE DISTRICT 1
BD OF FIRE COMM DISTRICT 2
BEACH HAVEN VOLUNTEER FIRE COMP NO. 1
BEACHWOOD VOLUNTEER FIRE CO
BOARD OF FIRE COMMISSIONERS DISTRICT #3
BOARD OF FIRE COMMISSIONERS, FIRE DIST. NO 3, BRICK TOWNSHIP
BRICK TOWNSHIP FIRE DISTRICT 1
BRICK TOWNSHIP FIRE DISTRICT 2
BRICK TOWNSHIP FIRE DISTRICT 3
JACKSON BOARD OF FIRE COMMISSION #4
JACKSON TOWNSHIP FIRE DISTRICT 2
JACKSON TOWNSHIP FIRE DISTRICT 3
JACKSON TOWNSHIP FIRE DISTRICT 4
LAKEWOOD TOWNSHIP FIRE DISTRICT 1
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 2
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT 3
OCEAN COUNTY SOIL CONSERVATION DISTRICT
OCEAN COUNTY UTILITIES AUTHORITY
PLUMSTED FIRE DISTRICT 1
PLUMSTED TOWNSHIP FIRE DISTRICT 1
Special District
27 Active
27
Organizations
BARNEGAT TWP SCH DIST
BAY HEAD BORO SCH DIST
BEACH HAVEN SCH DIST
BERKELEY TWP SCH DIST
BOARD OF EDUCATION OF VOCATION SCHOOL INC
BRICK TWP SCHOOL DISTRICT
CENTRAL REG HIGH SCHOOL DIST
EAGLESWOOD TWP SCH DIST
ISLAND HEIGHTS BORO SCH DIST
JACKSON TWP SCH DIST
LACEY TWP SCH DIST
LAKEHURST BORO SCH DIST
LAKEWOOD PUBLIC SCH DIST
LAVALLETTE BORO SCH DIST
LITTLE EGG HARBOR TWP SCH DIST
LONG BEACH ISLAND SCH DIST
MANCHESTER TWP SCH DIST
OCEAN COUNTY COLLEGE
OCEAN COUNTY VOCATIONAL SCHOOL
OCEAN GATE BORO SCH DIST
BARNEGAT TWP SCH DIST
BAY HEAD BORO SCH DIST
BEACH HAVEN SCH DIST
BERKELEY TWP SCH DIST
BOARD OF EDUCATION OF VOCATION SCHOOL INC
BRICK TWP SCHOOL DISTRICT
CENTRAL REG HIGH SCHOOL DIST
EAGLESWOOD TWP SCH DIST
ISLAND HEIGHTS BORO SCH DIST
JACKSON TWP SCH DIST
LACEY TWP SCH DIST
LAKEHURST BORO SCH DIST
LAKEWOOD PUBLIC SCH DIST
LAVALLETTE BORO SCH DIST
LITTLE EGG HARBOR TWP SCH DIST
LONG BEACH ISLAND SCH DIST
MANCHESTER TWP SCH DIST
OCEAN COUNTY COLLEGE
OCEAN COUNTY VOCATIONAL SCHOOL
OCEAN GATE BORO SCH DIST
BARNEGAT TWP SCH DIST
BAY HEAD BORO SCH DIST
BEACH HAVEN SCH DIST
BERKELEY TWP SCH DIST
BOARD OF EDUCATION OF VOCATION SCHOOL INC
BRICK TWP SCHOOL DISTRICT
CENTRAL REG HIGH SCHOOL DIST
EAGLESWOOD TWP SCH DIST
ISLAND HEIGHTS BORO SCH DIST
JACKSON TWP SCH DIST
LACEY TWP SCH DIST
LAKEHURST BORO SCH DIST
LAKEWOOD PUBLIC SCH DIST
LAVALLETTE BORO SCH DIST
LITTLE EGG HARBOR TWP SCH DIST
LONG BEACH ISLAND SCH DIST
MANCHESTER TWP SCH DIST
OCEAN COUNTY COLLEGE
OCEAN COUNTY VOCATIONAL SCHOOL
OCEAN GATE BORO SCH DIST
School District
30 Active
30
Organizations
18 MILE EMERGENCY SERVICE ASSOC INC
200 CLUB OF OCEAN COUNTY INC
2016 PRAPORT FAMILY FOUNDATION
21214 HM POTTER SCHOOL PTA
21 PLUS FOUNDATION INC
21 PLUS INC
36 CHAPTER
41ST NJVI CIVIL WAR ROUND TABLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
18 MILE EMERGENCY SERVICE ASSOC INC
200 CLUB OF OCEAN COUNTY INC
2016 PRAPORT FAMILY FOUNDATION
21214 HM POTTER SCHOOL PTA
21 PLUS FOUNDATION INC
21 PLUS INC
36 CHAPTER
41ST NJVI CIVIL WAR ROUND TABLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
18 MILE EMERGENCY SERVICE ASSOC INC
200 CLUB OF OCEAN COUNTY INC
2016 PRAPORT FAMILY FOUNDATION
21214 HM POTTER SCHOOL PTA
21 PLUS FOUNDATION INC
21 PLUS INC
36 CHAPTER
41ST NJVI CIVIL WAR ROUND TABLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3214 Active
3214
Organizations
Community Partners141 organizations
BOROUGH OF BAY HEAD
Municipal Government·BAY HEAD
BOROUGH OF BEACH HAVEN
Municipal Government·BEACH HAVEN
BOROUGH OF BEACHWOOD
Municipal Government·BEACHWOOD
BOROUGH OF HARVEY CEDARS
Municipal Government·HARVEY CEDARS
BOROUGH OF OCEAN GATE
Municipal Government·OCEAN GATE
BOROUGH OF PINE BEACH
Municipal Government·PINE BEACH
BOROUGH OF POINT PLEASANT
Municipal Government·POINT PLEASANT BORO
BOROUGH OF SEASIDE HEIGHTS
Municipal Government·SEASIDE HEIGHTS
BOROUGH OF SEASIDE PARK
Municipal Government·SEASIDE PARK
BOROUGH OF SURF CITY
Municipal Government·SURF CITY
BOROUGH OF TUCKERTON
Municipal Government·TUCKERTON
TOWNSHIP OF BERKELEY
Municipal Government·BAYVILLE
TOWNSHIP OF EAGLESWOOD
Municipal Government·WEST CREEK
TOWNSHIP OF LACEY
Municipal Government·FORKED RIVER
TOWNSHIP OF LONG BEACH
Municipal Government·LONG BEACH TOWNSHIP
BD OF FIRE COMM DISTRICT 2
Special District·JACKSON
BEACH HAVEN VOLUNTEER FIRE COMP NO. 1
Special District·BEACH HAVEN
BEACHWOOD VOLUNTEER FIRE CO
Special District·BEACHWOOD
BOARD OF FIRE COMMISSIONERS DISTRICT #3
Special District·PARKERTOWN
BOARD OF FIRE COMMISSIONERS, FIRE DIST. NO 3, BRICK TOWNSHIP
Special District·BRICK
JACKSON BOARD OF FIRE COMMISSION #4
Special District·JACKSON
JACKSON TOWNSHIP FIRE DISTRICT 2
Special District·JACKSON
JACKSON TOWNSHIP FIRE DISTRICT 3
Special District·JACKSON
LAKEWOOD TOWNSHIP FIRE DISTRICT 1
Special District·LAKEWOOD
LITTLE EGG HARBOR TOWNSHIP FIRE DISTRICT
Special District·TOMS RIVER
PLUMSTED FIRE DISTRICT 1
Special District·NEW EGYPT
PLUMSTED TOWNSHIP FIRE DISTRICT 1
Special District·NEW EGYPT
SILVERTON VOLUNTEER FIRE CO.
Special District·TOMS RIVER
STAFFORD VOLUNTEER FIRE CO NO 1
Special District·MANAHAWKIN
TOMS RIVER FIRE COMM
Special District·TOMS RIVER
TOMS RIVER MUNICIPAL UTILITIES AUTHORITY CORPORATION
Special District·TOMS RIVER
TOMS RIVER TOWNSHIP BOARD OF FIRE COMMISSIONERS DISTRICT NO 1
Special District·TOMS RIVER
BOARD OF EDUCATION OF VOCATION SCHOOL INC
School District·TOMS RIVER
OCEAN COUNTY COLLEGE
School District·TOMS RIVER
18 MILE EMERGENCY SERVICE ASSOC INC
Nonprofit Organization·BEACH HAVEN
200 CLUB OF OCEAN COUNTY INC
Nonprofit Organization·POINT PLEASANT BEACH
2016 PRAPORT FAMILY FOUNDATION
Nonprofit Organization·JACKSON
21214 HM POTTER SCHOOL PTA
Nonprofit Organization·BAYVILLE
21 PLUS FOUNDATION INC
Nonprofit Organization·MANCHESTER
21 PLUS INC
Nonprofit Organization·MANCHESTER
36 CHAPTER
Nonprofit Organization·WHITING
41ST NJVI CIVIL WAR ROUND TABLE
Nonprofit Organization·MANCHESTER
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms RIver
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Toms River
4 PAWS 4 HOPE
Nonprofit Organization·bayville
71 PIRATES YOUTH BASEBALL A NJ NONPROFIT CORP
Nonprofit Organization·POINT PLEASANT BEACH
7904 MERLE E STOOFFE MEMORIAL
Nonprofit Organization·MANCHESTER
8 MINUTE MESSAGE INC
Nonprofit Organization·LAKEWOOD
9 TO 2 A NJ NONPROFIT CORPORATION
Nonprofit Organization·JACKSON
AAK INTERNATIONAL RELIEF INC
Nonprofit Organization·LAKEWOOD
AAR CHARITABLE FOUNDATION
Nonprofit Organization·LAKEWOOD
A A R M S INC
Nonprofit Organization·Jackson
AARON & HANNAH STEFANSKY FOUNDATION
Nonprofit Organization·LAKEWOOD
A Better Life Guatemala
Nonprofit Organization·Pine Beach
ABLE WEST INC
Nonprofit Organization·Tuckerton
A COUPLE OF CHRISTIANS FOUNDATION
Nonprofit Organization·Toms River
AC Sharks Youth Hockey Club
Nonprofit Organization·Tuckerton
ACTHIV Institute
Nonprofit Organization·Jackson
ACTS OF RANDOM KINDNESS INC
Nonprofit Organization·West Creek
ADAMSON UNIVERSITY ALUMNI ASSOCIATION OF NORTHEAST USA INC
Nonprofit Organization·JACKSON
ADERES BAIS YAAKOV INC
Nonprofit Organization·LAKEWOOD
ADOPT A SENIOR A NJ NONPROFIT ORGANIZATION
Nonprofit Organization·Jackson
ADOPT A SHADCHAN CORP
Nonprofit Organization·LAKEWOOD
ADULTS LEARNING MATHEMATICS A RESEARCH FORUM
Nonprofit Organization·point pleasant
Advanced Mila Studies Inc
Nonprofit Organization·Lakewood
AFCF TRUST
Nonprofit Organization·LAKEWOOD
AFFAIR AT EGG HARBOR HISTORICAL SOCIETY INC
Nonprofit Organization·Little Egg Harbor
AFFORDABLE HOUSING CORP OF LAKEWOOD
Nonprofit Organization·Lakewood