Geneos Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Geneos Wealth Management's estimated annual revenue is currently $12.3M per year.
- Geneos Wealth Management's estimated revenue per employee is $198,145
Employee Data
- Geneos Wealth Management has 62 Employees.
- Geneos Wealth Management grew their employee count by 3% last year.
Geneos Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO | Reveal Email/Phone |
2 | CEO | Reveal Email/Phone |
3 | CFO | Reveal Email/Phone |
4 | VP | Reveal Email/Phone |
5 | Assistant Compliance Officer - Advisory | Reveal Email/Phone |
6 | Assistant Compliance Officer / AML Compliance | Reveal Email/Phone |
7 | Asst Compliance Officer - Advisory Services | Reveal Email/Phone |
8 | CHIEF COMPLIANCE & OPERATIONS OFFICER | Reveal Email/Phone |
9 | Advisor Support Services / Portfolio Trader | Reveal Email/Phone |
10 | Marketing Coordinator and Due Diligence | Reveal Email/Phone |
Geneos Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $1.5M | 12 | -37% | N/A | N/A |
#2 | $105.8M | 403 | 1% | N/A | N/A |
#3 | $11.2M | 59 | 37% | N/A | N/A |
#4 | $300M | 716 | 0% | N/A | N/A |
#5 | $9.9M | 54 | 17% | $8.5M | N/A |
#6 | $7.9M | 47 | 27% | N/A | N/A |
#7 | $5.7M | 34 | 6% | N/A | N/A |
#8 | $29.2M | 139 | -10% | N/A | N/A |
#9 | $20M | 95 | -7% | N/A | N/A |
#10 | $10.4M | 55 | 4% | N/A | N/A |
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/AN/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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $15.1M | 62 | 7% | N/A |
#2 | $14.2M | 62 | 38% | N/A |
#3 | $11.6M | 63 | 2% | N/A |
#4 | $8.8M | 63 | 26% | N/A |
#5 | $17.3M | 64 | 28% | N/A |