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Geneva Financial Group

CRD 331944  ·  Lakewood, NJ  ·  $233.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
331944
SEC number
801-130720
Firm type
RIA
Assets under management
$233.7M as of Jun 15, 2026
Website
Not yet retrieved from the source record
Phone
732-719-4101
Address
1600 Avenue Of The States, Lakewood, NJ, 08701

Advisors at this firm

1 in our index · page 1 of 1

  • Jacques FrenkelCRD 2478034 · Lakewood, NJ
    IA RegisteredRegistration inactive
1–1 of 1

Source & corrections

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SEC IAPD record for firm CRD 331944 ↗ FINRA BrokerCheck record for firm CRD 331944 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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