Geneos Wealth Management Revenue and Competitors

Denver, CO USA

Location

N/A

Total Funding

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 $219,375

Employee Data

  • Geneos Wealth Management has 56 Employees.(i)
  • Geneos Wealth Management grew their employee count by 0% last year.

Geneos Wealth Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
CFOReveal Email/Phone
3
VPReveal Email/Phone
4
Assistant Compliance Officer - AdvisoryReveal Email/Phone
5
Assistant Compliance Officer / AML ComplianceReveal Email/Phone
6
Asst Compliance Officer - Advisory ServicesReveal Email/Phone
7
CHIEF COMPLIANCE & OPERATIONS OFFICERReveal Email/Phone
8
Registration ManagerReveal Email/Phone
9
Portfolio ManagerReveal Email/Phone
10
ComplianceReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.3M10-37%N/AN/A
#2
$88.2M3361%N/AN/A
#3
$8.2M4936%N/AN/A
#4
$300M6820%N/AN/A
#5
$9.3M5116%$8.5MN/A
#6
$6.2M370%N/AN/A
#7
$5.4M320%N/AN/A
#8
$35.8M1550%N/AN/A
#9
$16.6M79-7%N/AN/A
#10
$10M53-5%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

56

Number of Employees

$12.3M

Revenue (est)

0%

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
$10.6M562%N/A
#2
$8.2M5710%N/A
#3
$5.1M574%N/A
#4
$15.1M5866%N/A
#5
$7.6M58N/AN/A