GENEOS WEALTH MANAGEMENT INC

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served22+1 YoYRank #713 of mapped providers

Assets under administration$328M0.0%Market share · rank #5686

Fees received$446,567Median $17,569/planSum across Schedule C direct + indirect

Net wins YoY+18 won · 7 lostPlan-level switch detection

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