Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
Learn more about Geneos Wealth Management, Inc
Overview
Geneos Wealth Management, Inc operates as a financial advisory firm headquartered in Englewood, Colorado. Geneos Wealth Management, Inc oversees $5.3 billion in assets across 19,839 accounts, placing it among the biggest firms in the United States by assets under management (AUM). It has a large group, including 210 financial advisors. Geneos Wealth Management, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, stocks and options.
Geneos Wealth Management, Inc manages the majority of the firm's client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without needing client consent. Geneos Wealth Management, Inc also administers eight non-discretionary accounts totaling $5.9 million in assets. Geneos Wealth Management, Inc's average account size is $267,129. An average advisor at Geneos Wealth Management, Inc manages about 94 client accounts.
The firm's central office is located at 9055 E. Mineral Circle, Englewood, Colorado 80112. It is legally permitted to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Geneos Wealth Management, Inc by the Numbers
$5.3 billion
210
19,839
$267.1 thousand
Find a dedicated advisor for your needs
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Products and Services
Geneos Wealth Management, Inc provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last fiscal year, Geneos Wealth Management, Inc provided financial planning services to 101-250 of its customers. It does sell products or offer services aside from investment advice to its customers. The firm is also affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, accountant or accounting firm, lawyer or law firm, insurance company or agency, pension consultant and real estate broker or dealer.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 47% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 7% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which service is provided. However, fee types charged by Geneos Wealth Management, Inc can include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 70% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 33% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors, charitable organizations and corporations. Out of its 19,839 clients, Geneos Wealth Management, Inc's largest client type by number of accounts is retail investors, but it also caters to 228 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 1.15%
- Other Individuals - 98.05%
- Corporations - 0.53%
- Charitable Organizations - 0.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Geneos Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Geneos Wealth Management, Inc
Englewood, CO
Englewood, CO
Grand Junction, CO
Englewood, CO
Addison, TX
Greenville, NC
Roanoke, VA
Homer Glen, IL
Saint Paul, MN
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.