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Chief Operating Officer · Geneva Financial Group

William Fischer

CRD 8026763 · Named on Form ADV at one SEC-registered adviser

At a glance

Geneva Financial Group, an SEC-registered wealth manager based in Lakewood, NJ with $234 million in regulatory assets, lists William Fischer on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jacques FrenkelManaging Member/chief Executive Officer/chief Compliance Officer, Geneva Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.