GENEOS WEALTH MANAGEMENT, INC.

9635 Maroon Circle
Suite 100
Englewood, Colorado 80112
Tel: 303-785-8470

About GENEOS WEALTH MANAGEMENT, INC.

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 117 offices throughout the country.

GENEOS WEALTH MANAGEMENT, INC. is a Englewood, Colorado based Financial Planning firm with nearly $5,206,512,536 assets under management, offering retirement planning & investment advisory services to 21260 clients. The firm is staffed with 200 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120894
SEC#	801-62331
Assets Managed by Firm	$5,206,512,536
No. of Clients	21260
No. of Advisors	200

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	21260	$5,206,512,536
Individuals (other than high net worth individuals)	22764	$4,512,602,652
High net worth individuals	410	$524,548,245
Charitable organizations	98	$38,701,025
Corporations or other businesses	199	$130,660,614

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