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| Geneos Wealth Management Inc
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| |
|---|---|
| CRD # | 120894 |
| SEC # | 801-62331 |
| CIK # | 0001764754 |
| AUM | $5.2 BB (2024-07-02) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 303-785-8470 |
| Address | 9635 Maroon Circle Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 | |
| NVDA | 399.6 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,764 | 4.5 |
| (b) Individuals (high net worth individuals) | 410 | 0.5 |
| (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 | 98 | 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 | 199 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 21,260 | 5.2 |
| By Discretionary | ||
| Discretionary | 21,255 | 5.2 |
| Non-Discretionary | 5 | 0.0 |
| Total | 21,260 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 21,260 | 5.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764754] |
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|---|---|---|
|
Asset Strategy Consultants LLC
✚
|
MD | 5.4 |
|
Cambridge Associates Limited LLC
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|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
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NY | 5.2 |
|
Sendero Wealth Management LLC
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TX | 5.2 |
|
Fort Pitt Capital Group LLC
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PA | 5.2 |
|
Andersen Tax LLC
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VA | 5.0 |
|
Index Fund Advisors Inc
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CA | 5.0 |
|
Osaic Advisory Services LLC
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|
GA | 4.9 |
|
Robertson Stephens Wealth Management LLC
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CA | 4.9 |
|
Signature Investment Advisors LLC
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|
CA | 4.9 |