Top financial advisors in Geneva, IL
We’ve curated a list of the best financial advisors in Geneva, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$22,449,260
Number of advisors
7 advisors
| $22,449,260 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Geneva, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Geneva. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Third Street Advisors, LLC
Third Street Advisors, LLC is a Registered Investment Adviser based in Geneva, Illinois, providing investment advisory services since 2001. The firm is wholly owned by Alpha Dog Advisors, Inc. They offer discretionary and non-discretionary portfolio management services, requiring discretionary authority to manage accounts. The firm formulates investment strategies based on individual objectives and risk tolerance. Fees for portfolio management are based on a percentage of assets managed, with fees billed quarterly in advance. Third Street Advisors may recommend a wide range of investments, including individual stocks, bonds, mutual funds, and ETFs. The firm does not accept performance-based fees or engage in side-by-side management. They serve various clients, including individuals, trusts, and corporations, without a minimum account size requirement. Investment strategies include long-term and short-term purchases tailored to client needs. The firm emphasizes tax efficiency and client-specific risk management. Third Street Advisors does not have any reportable disciplinary information and exercises limited custody over client funds. Clients have the option to grant discretionary authority over their accounts and may specify investment objectives and guidelines. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. For more details, visit www.adviserinfo.sec.gov using the IARD/CRD number 113212.
$22,449,260 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Geneva, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Geneva. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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