A complete list of active advisors currently associated with Little Bird Financial, LLC

Warmer can help you find a great advisor at Little Bird Financial, LLC or one who fits your needs even better.

Geneva Fund Partners is the doing-business-as name of Little Bird Financial, LLC that serves exclusively as a marketing and representation vehicle for Atlatl Advisors’ sub-advisory programs to other registered investment advisers. It does not provide individual investment advice, manage or custody client assets, or deduct fees from investor accounts. Rather than managing portfolios, Geneva’s activities are limited to presenting Atlatl-prepared materials to unaffiliated RIAs and maintaining sub-advisory relationships; it does not accept performance-based fees, vote proxies, or exercise trading or discretionary authority. The firm maintains a Code of Ethics and compliance controls, and it discloses conflicts of interest related to its referrals and compensation arrangements. Notably, Geneva does not serve individual clients — neither non-high-net-worth nor high-net-worth individuals — which is uncommon among supported firms that typically provide portfolio management directly to individuals. The brochure also discloses an insurance-affiliated business through the firm’s principal, who is licensed to sell insurance and may earn commissions, a potential conflict that Geneva says it addresses through disclosure and supervisory procedures.

To learn more about the advisors currently working at Little Bird Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.