Broker-dealer Data Center
Geneos Wealth Management Inc.
9055 E. Mineral Circle
Centennial, CO 80112
Year founded: 2002
Year end: Dec. 31
No. of retail offices: 191
All 2014-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
|CEO||Russell R. Diachok|
Recruitment & Staffing
|No. of reps||275||280||297|
|No. of producing reps||252||260||272|
|No. of reps producing $100K-$499K /year||131||143||146|
|Total revenues: Other||0||0||$468,713|
|Total account assets||$11,474,914,557||$10,920,393,207||$9,100,000,000|
|Total account assets: Other||$4,974,914,557||$5,295,393,207||$4,600,000,000|
|Average assets per rep||$41,726,962||$39,001,404||$30,639,731|
|Excess net capital||$400,000||$400,000||$400,000|
|Total operating expenses||$112,598,546||$103,777,628||$92,569,552|
|Number of active client accounts||78,563||74,201||76,900|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||Y|
|Primary purpose of mobile application||Ease of access to client imfo.|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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