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
Telton Hall (CRD# 5106892) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cedar City, UT and has over 17 years of experience in the finance industry.
Anthony Hammer (CRD# 5241375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 17 years of experience in the finance industry.
Matthew Hanson (CRD# 5386971) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in White Salmon, WA and has over 16 years of experience in the finance industry.
Chad Harmon (CRD# 5132921) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lone Tree, CO and has over 17 years of experience in the finance industry.
Delanie Hathaway (CRD# 3273248) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Nephi, UT and has over 24 years of experience in the finance industry.
Cindy Hegy (CRD# 1100309) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 34 years of experience in the finance industry.
Jeffrey Helms (CRD# 1346620) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 38 years of experience in the finance industry.
Pasawan Hernandez (CRD# 2386078) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in San Gabriel, CA and has over 30 years of experience in the finance industry.
Ryan Hobbs (CRD# 3195727) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 24 years of experience in the finance industry.
Anne Howe (CRD# 2726588) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Mcallen, TX and has over 27 years of experience in the finance industry.