Genworth Financial Planning Corporation is a large advisory firm based in Schaumburg. It manages $89.7 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.
Genworth Financial Planning Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Genworth Financial Planning Corporation is $89.7 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Genworth Financial Planning Corporation 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.
James Joseph Buddle has been acting as President since 1 Jan 2004. Inc. Genworth Financial Investment Services joined the executive team most recently as the Shareholder Common.
The principal office where Genworth Financial Planning Corporation performs its advisory services is located at 200 North Martingale Road, Schaumburg, IL 60173, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-330-7900 or by fax 847-330-7912. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.