9635 Maroon Circle
Suite 100
Englewood, Colorado 80112
Tel: 303-785-8470
GENEOS WEALTH MANAGEMENT, INC, formally registered with the SEC as GENEOS WEALTH MANAGEMENT, INC. The firm was established in 08/20/2003. They have over 115 offices throughout the country.
GENEOS WEALTH MANAGEMENT, INC. is a Englewood, Colorado based Financial Planning firm with nearly $4,645,780,111 assets under management, offering retirement planning & investment advisory services to 19340 clients. The firm is staffed with 200 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120894 |
SEC# | 801-62331 |
Assets Managed by Firm | $4,645,780,111 |
No. of Clients | 19340 |
No. of Advisors | 200 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19340 | $4,645,780,111 |
Individuals (other than high net worth individuals) | 12411 | $4,130,333,097 |
High net worth individuals | 242 | $362,156,865 |
Charitable organizations | 63 | $26,600,271 |
Corporations or other businesses | 139 | $126,689,878 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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