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
Kelly Durham (CRD# 4281888) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Houston, TX and has over 19 years of experience in the finance industry.
Robert Eberhardt (CRD# 4758777) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Littleton, CO and has over 19 years of experience in the finance industry.
Randolph Eddlemon (CRD# 2285234) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Charles Edwards (CRD# 2358532) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Baton Rouge, LA and has 1 year of experience in the finance industry.
J Ehst (CRD# 5397152) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 16 years of experience in the finance industry.
Lawrence Finch (CRD# 2275508) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Foxfield, CO and has over 28 years of experience in the finance industry.
John Floro (CRD# 4222560) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Souderton, PA and has over 23 years of experience in the finance industry.
Timothy Forester (CRD# 6222388) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 10 years of experience in the finance industry.
Michelle France (CRD# 2780321) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Midvale, UT and has over 26 years of experience in the finance industry.
Karl Frank (CRD# 4769985) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry.