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
Christopher Draughon (CRD# 4164436) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
Andrew Dziedzic (CRD# 4843929) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Montgomeryville, PA 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.
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.
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.
Christopher French (CRD# 6426519) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Blacksburg, VA and has over 9 years of experience in the finance industry.
Paul French (CRD# 2859852) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has over 26 years of experience in the finance industry.
Tony Griepentrog (CRD# 3189153) 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.