Overview
Assets Under Management: $5.6 billion
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 419
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 419
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.49
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 22,073
Discretionary Accounts: 22,068
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 120894
Filing ID: 1929534
Last Filing Date: 2025-03-14 12:12:00
Website: https://geneoswealth.com