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JM

Jose M. Munoz Quiroga

GENEVA CAPITAL MANAGEMENT LLC
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 6862568
JM

Professional summary

Jose Manuel Munoz Quiroga is a registered financial advisor currently at GENEVA CAPITAL MANAGEMENT LLC located in Milwaukee, Wisconsin.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jose has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Manuel Munoz Quiroga's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 26, 2017 - Present

GENEVA CAPITAL MANAGEMENT LLC

Office #1: 411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202
RIA
CRD#: 105432
Milwaukee, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC | HENDERSON GENEVA CAPITAL MANAGEMENT | GENEVA CAPITAL MANAGEMENT LTD

CRD#: 105432 / SEC#: 801-28444

RIA
Registered Investment Advisory firm - (12/4/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(10/26/2017)

Exams

Current Firm

GC
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC | HENDERSON GENEVA CAPITAL MANAGEMENT | GENEVA CAPITAL MANAGEMENT LTD

CRD#: 105432 / SEC#: 801-28444

RIA
Registered Investment Advisory firm - (12/4/1986 Approved)
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Contact information

Main Address
411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202-4461
Mailing Address
Phone number
(414) 224-6002
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GENEVA CAPITAL MANAGEMENT LLC, FORM ADV PART 2A DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts4,141
AUM (Assets Under Management)$ 6,198,316,121

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GENEVA CAPITAL MANAGEMENT LLC

CRD#: 105432Milwaukee, WI 53202

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