Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $5,163,064,970 in 21,980 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,163MILLION
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Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Buckman (CRD# 5519785) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 15 years of experience in the finance industry.
Jason Campbell (CRD# 6105324) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in San Gabriel, CA and has over 11 years of experience in the finance industry.
David Carl (CRD# 3149241) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 25 years of experience in the finance industry.
Andrea Carpenter (CRD# 2279360) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 26 years of experience in the finance industry.
A Carroll (CRD# 2241004) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.
James Carroll (CRD# 1068345) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 39 years of experience in the finance industry.
Carol Chaney (CRD# 1949176) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Union Bridge, MD and has over 20 years of experience in the finance industry.
Jennifer Clyde (CRD# 5859137) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 11 years of experience in the finance industry.
Kenneth Clyde (CRD# 1488320) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 33 years of experience in the finance industry.
Murphy Coble (CRD# 706754) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Charlotte, NC and has over 33 years of experience in the finance industry.