NetworkยทFamily Office

Geneos Wealth Management, INC.

Unclaimed

๐Ÿ“ ENGLEWOOD, CO

Family Office
www.geneoswealth.com โ†—

SEC CRD #801-62331

About

Geneos Wealth Management Check the background of this firm on FINRA s BrokerCheck GENEOS: The Preferred Partner for Top-Tier Advisory Firms Geneos Wealth Management Exceptional, Award-Winning Support Seven-time winner of Broker-Dealer of the Year by Investment Advisor Two consecutive Run Smarter Awards from Laserfiche ThinkAdvisor Leadership Award Luminary Let Geneos Be a Catalyst for Your Success When you call, we answer, we know you and we know your business Enjoy a sense of community and collaboration with other successful advisors and an experienced home office team Cutting edge and intuitive technology developed to help you grow, not hinder your workflow You Deserve to Be in Control Discover the opportunities Geneos Wealth offers if you want more flexibility to run your business and help clients reach their investing goals. We offer you the opportunity to custody your assets at Pershing, National Financial Securities, Fidelity, Schwab, as well as others. You have an unparalleled degree of freedom to help ensure you clients reach their goals with the least amount of friction when you join Geneos Wealth Management. We value your independence and empower you to realize your business vision. At Geneos, you own your client relationships while enjoying the freedom of choice whether you are an Advisor with your own RIA or you register under our RIA. You are treated as a member of a unique group of individuals with a vision of success that we will endeavor to help you accomplish

Key Contact

TK

TIM KENKEL

COMPLIANCE DIRECTOR

๐Ÿ“ž (303) 785-8470

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Geographic Focus

counited states
โ„น

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AUM

$9.2B

Location

ENGLEWOOD, CO

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