Jeneva Investment Advisors Inc. (Atlanta)

Name: Jeneva Investment Advisors Inc.
Address: 3333 Piedmont Rd, Atlanta, GA, 30305
Telephone: 404-537-1692

Jeneva Investment Advisors Inc. is a large advisory firm based in Atlanta. It manages $125 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2010.

Jeneva Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeneva Investment Advisors: assets under management

The assets under management (AUM) of Jeneva Investment Advisors Inc. is $125 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60 million in discretionary accounts and $65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.22 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeneva Investment Advisors Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jeneva Investment Advisors Inc.

Kenneth Underwood has been acting as President since 1 Nov 2010. Carolyn Marie Underwood joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Underwood	President/ceo	1 Nov 2010	75% - 100%	1952857
Carolyn Marie Underwood	Chief compliance officer	1 Nov 2010	Other	5865868

Based in Atlanta

The principal office where Jeneva Investment Advisors Inc. performs its advisory services is located at 3333 Piedmont Rd, Atlanta, GA 30305 The mailing address of the firm is 5936 Magnolia Ridge, Stone Mountain, GA 30087. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-537-1692 or by fax 888-372-4318. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.jenevainvadv.com.