Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $4,645,780,111 in 19,340 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,646MILLION
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Total Number of Accounts19,340ACCOUNTS
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Average Account Value$240,216
- 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
Lowell Adrian (CRD# 1223476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 39 years of experience in the finance industry.
Steven Arrigan (CRD# 1382032) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Denver, CO and has over 37 years of experience in the finance industry.
Amanda Arthur (CRD# 5834010) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 13 years of experience in the finance industry.
David Arthur (CRD# 5103183) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Robert Arthur (CRD# 5092428) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 10 years of experience in the finance industry.
David Asbury (CRD# 1240904) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fort Collins, CO and has over 34 years of experience in the finance industry.
Robert Bachman (CRD# 715193) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 32 years of experience in the finance industry.
Edward Barfield (CRD# 4257082) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kirkwood, MO and has over 23 years of experience in the finance industry.
Andrew Barninger (CRD# 5805136) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 12 years of experience in the finance industry.
Katrina Barrett (CRD# 5297739) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.