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GENEOS WEALTH MANAGEMENT, INC.

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

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GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC. is a Englewood, Colorado based financial advisory firm with nearly $5,206,512,536 in assets under management and provides investment advisory services for 21260 clients. There are currently 200 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

120894

SEC#:

801-62331

No. of Clients:

21260

Assets under Management

$5,206,512,536

No. of Advisors:

200

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