Geneos Wealth Management Revenue and Competitors

Denver, CO USA

Location

#2903

Growjo Ranking

Finance

Industry

Estimated Revenue & Valuation

  • Geneos Wealth Management's estimated annual revenue is currently $12.3M per year.(i)
  • Geneos Wealth Management's estimated revenue per employee is $198,145

Employee Data

  • Geneos Wealth Management has 62 Employees.(i)
  • Geneos Wealth Management grew their employee count by 3% last year.

Geneos Wealth Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
CEOReveal Email/Phone
3
CFOReveal Email/Phone
4
VPReveal Email/Phone
5
Assistant Compliance Officer - AdvisoryReveal Email/Phone
6
Assistant Compliance Officer / AML ComplianceReveal Email/Phone
7
Asst Compliance Officer - Advisory ServicesReveal Email/Phone
8
CHIEF COMPLIANCE & OPERATIONS OFFICERReveal Email/Phone
9
Advisor Support Services / Portfolio TraderReveal Email/Phone
10
Marketing Coordinator and Due DiligenceReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.5M12-37%N/AN/A
#2
$105.8M4031%N/AN/A
#3
$11.2M5937%N/AN/A
#4
$300M7160%N/AN/A
#5
$9.9M5417%$8.5MN/A
#6
$7.9M4727%N/AN/A
#7
$5.7M346%N/AN/A
#8
$29.2M139-10%N/AN/A
#9
$20M95-7%N/AN/A
#10
$10.4M554%N/AN/A
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What Is Geneos Wealth Management?

To foster a culture of caring and responsive service in a boutique setting that attracts and retains an exclusive corps of financial entrepreneurs supported by an experienced home office staff dedicated to their success.

keywords:N/A

N/A

Total Funding

62

Number of Employees

$12.3M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Geneos Wealth Management News

2022-04-20 - BOK Financial (NASDAQ:BOKF) Price Target Cut to $91.00 by ...

Geneos Wealth Management Inc. bought a new stake in shares of BOK Financial during the 4th quarter valued at about $63,000.

2022-04-20 - Nuveen Senior Income Fund (NYSE:NSL) Short Interest Update

Sequoia Financial Advisors LLC bought a new stake in Nuveen Senior Income Fund during the fourth quarter valued at $69,000. Geneos Wealth...

2022-04-19 - Short Interest in Invesco Value Municipal Income Trust (NYSE ...

Geneos Wealth Management Inc. now owns 4,258 shares of the investment management company's stock worth $69,000 after purchasing an additional...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.1M627%N/A
#2
$14.2M6238%N/A
#3
$11.6M632%N/A
#4
$8.8M6326%N/A
#5
$17.3M6428%N/A