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Kelly Thomas Brothers

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC·SACRAMENTO, California
Unclaimed Profile
740 UNIVERSITY AVENUE, SACRAMENTO, CA 95825CRD# 4687790Firm CRD# 105698
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About

Kelly Thomas Brothers is a registered financial advisor based in SACRAMENTO, California, affiliated with GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
AUM
$2.2B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 4687790
Firm CRD# 105698
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Thomas Brothers offer?
Kelly Thomas Brothers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.
What are Kelly Thomas Brothers's credentials?
Kelly Thomas Brothers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Thomas Brothers located?
Kelly Thomas Brothers is based in SACRAMENTO, California, working with GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Kelly Thomas Brothers charge for services?
Kelly Thomas Brothers's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC?
GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC has approximately 40 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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