GeoWealth Management is an investment advisor in Chicago with $7.89 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270673362
SEC advisor number
801-71114
FINRA CRD number
148222
AUM ?
$12.33 bn
(as of 28 Mar 24)
Accounts
74,593
(as of 28 Mar 24)
Employees
60
(20 investment advisory or research)
Address
GeoWealth Management
444 N. MICHIGAN AVE, STE 3150
CHICAGO
IL 60611
444 N. MICHIGAN AVE, STE 3150
CHICAGO
IL 60611
Phone
312-728-4923
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22