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Building 2GENEOS WEALTH MANAGEMENT, INC.

Map pinENGLEWOOD, CO
Phone303-785-8470
NotebookSEC #801-62331
Total AUM
$9.2B
Employees
200
Clients
21,668

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9635 MAROON CIRCLE
SUITE 100
ENGLEWOOD
CO 80112
United States
Operating Hours
MONDAY - FRIDAY 7AM TO 4PM
Monday - Friday
Phone
303-785-8470
Other Offices
113

ReceiptFinancials

Total AUM
$9.2B
Accounts
33,378
Discretionary
$9.2B
Accounts
33,373
Non-Discretionary
$4.2M
Accounts
5

ContactClients

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Individual Clients
20,649
AUM
$7.9B
HNW Individual Clients
618
AUM
$1.1B
Charitable Organization Clients
144
AUM
$63.1M
Corporation or Business Clients
257
AUM
$147.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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