Geewax + Partners, LLC is a large advisory firm based in West Grove. It manages $74.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.
Geewax + Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Geewax + Partners, LLC is $74.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Geewax + Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Geewax + Partners, LLC performs its advisory services is located at 129 Hicks Road, West Grove, PA 19390 The mailing address of the firm is Po Box 1730, Chadds Ford, PA 19317. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-888-433-9297 or by fax 1-888-433-9299. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.