Securities Lawyers Blog
The securities attorneys at Gana Weinstein LLP represent investors in their disputes with brokerage firms, such as Geneos Wealth Management, Inc.. Our firm can analyze your accounts and investments in order to determine if there was any broker misconduct in the handling of your accounts. Our analysis can reveal whether an investor has been a victim of misconduct such as unsuitable investments, unauthorized trading, excessive trading, or investment fraud.
Geneos Wealth Management is an independent broker-dealer and registered investment advisor that provides financial planning, consulting, asset management, referrals to third-party money managers, and brokerage services to individuals, high-net-worth clients, trusts, retirement plans, charities, and businesses. Founded in 2002 by George and Ross Diachok, the firm is headquartered in Centennial, Colorado and is wholly owned by GWM Holdings.
Geneos Wealth Management, Inc. – By the Numbers: