Chad
Greenberg
Geneos Wealth Management, Inc
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About this Advisor
Chad Greenberg is a personal financial specialist who works in Superior, Colorado. Greenberg is an advisor for Geneos Wealth Management, Inc. Throughout their career, Greenberg has worked at 361 Capital LLC, Foreside Fund Services, LLC, Navigate Wealth Management LLC, Imst Distributors LLC, Forum Real Estate Group, 361 Capital, Navigate Tax & Accounting Advisors LLC, Geneos Wealth Management Inc and Echelon Energy. Greenberg has a Series 63 license, designating them as a securities broker, and is registered to operate in Colorado. Geneos Wealth Management, Inc is a financial advisory business based in Englewood, CO. The firm has offices in 114 locations and a total of 200 advisors. It administers $4 billion in assets under management among its 18,621 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 58 charitable organizations. Of its 18,621 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, such as 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. Fees for financial advisory services typically depend on the type of services provided. However, fee types charged by Geneos Wealth Management, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chad Greenberg Work History
Chad has been registered as a financial advisor for 0 years.*
Navigate Wealth Management LLC
Geneos Wealth Management Inc
Navigate Tax & Accounting Advisors LLC
Echelon Energy
361 Capital
Forum Real Estate Group
Imst Distributors LLC
Foreside Fund Services, LLC
361 Capital LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Greenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Sellersburg, IN
Knoxville, TN
Montgomeryville, PA
Homer Glen, IL
Englewood, CO
Englewood, CO
Littleton, CO
La Canada Flintridge, CA
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