The GENEOS WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $9.22Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GENEOS WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 98.85% over the last 5-years.
The Group has been registered with the SEC for 22.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 9635 MAROON CIRCLE SUITE 100, ENGLEWOOD, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 200 employees comprised of 200 investment and 0 non-investment staff. The total number of Employees decreased by 6.54% over the last 5-years.
Their $9.22Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 401 other accounts. Assets of Individuals clients own $7.94Bn or 86.19% of Total Assets and High Net Worth Individuals own $1.06Bn or 11.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GENEOS WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.