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Colin James Falls

Geowealth Management LLC

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About Colin James Falls

Colin James Falls is a registered Investment Advisor Representative with Geowealth Management LLC, a firm headquartered in Chicago, Illinois. Colin has been with Geowealth Management LLC since January 2014. Colin is a Series 65 licensed individual. Colin is also a registered Investment Advisor Representative in Illinois, and has been in the industry for over 10 years. Colin has specialized in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.

Firm Information

Colin Falls is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Falls’s Registration & Firm History

IL

11/14/2014 - Present

Geowealth Management LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/23/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin James Falls.
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