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William S Priebe

Geneva Capital Management LLC

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About William S Priebe

William S. Priebe is an Investment Advisor Representative associated with Geneva Capital Management LLC. William holds the Series 65 license and is currently registered in Wisconsin and Texas. William has been associated with Geneva Capital Management LLC since August 2004.

Firm Information

William Priebe is currently registered with Geneva Capital Management LLC. Geneva Capital Management LLC is a Milwaukee, WI-based investment advisor with over $5.8 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other financial firms. Geneva Capital also provides model portfolio services to financial firms. The firm has a history of working with high net worth individuals, pension plans, corporations, and government entities.
Geneva Capital Management LLC

411 E. WISCONSIN AVE.

MILWAUKEE, WI 53202-4461

$5.84B

Assets Under Management

13

Total Clients

4

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio services to financial firms

Model portfolio services to financial firms

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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percentage of assets

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

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other

Model portfolio fees based on underlying assets.

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William Priebe’s Registration & Firm History

WI

10/07/2004 - Present

Geneva Capital Management LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 09/23/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William S Priebe.
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