Assets Under Management
$5.6B
Number of Clients
14,112
Number of Advisors
238
Average Client AUM
$397K
AUM per Advisor
$23.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Geneos Wealth Management provides personalized investment advisory services through financial planning, referrals to third-party money managers, and asset management. Services are tailored to client needs with the ability to impose written restrictions. They manage accounts through VIP, VIP Ultra, and Axiom programs.
9635 Maroon Circle, Suite 100, Englewood, CO, 80112