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| Geneos Wealth Management Inc
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|
|---|---|
| CRD # | 120894 |
| SEC # | 801-62331 |
| CIK # | 0001764754 |
| AUM | $4.1 BB (2023-03-24) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 303-785-8470 |
| Address | 9055 E Mineral Circle Centennial, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| NSC | 54.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,272 | 3.7 |
| (b) Individuals (high net worth individuals) | 238 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 58 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 140 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 18,621 | 4.1 |
| By Discretionary | ||
| Discretionary | 18,614 | 4.1 |
| Non-Discretionary | 7 | 0.0 |
| Total | 18,621 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 18,621 | 4.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001764754] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Andersen Tax LLC
✚
|
VA | 4.2 |
|
Annex Advisory Services LLC
✚
|
WI | 4.2 |
|
NorthRock Partners LLC
✚
|
MN | 4.2 |
|
Alesco Advisors LLC
✚
|
NY | 4.2 |
|
Crestwood Advisors Group LLC
✚
|
MA | 4.1 |
|
Concourse Financial Group Securities Inc
✚
|
AL | 4.0 |
|
Signature Investment Advisors LLC
✚
|
CA | 4.0 |
|
Todd Asset Management LLC
✚
|
KY | 4.0 |
|
M Holdings Securities Inc
✚
|
OR | 3.9 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 3.9 |