Unclaimed Profile

Nathan Adams Torinus

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC·SACRAMENTO, California

SIE, Series 7, Series 66Clean record11 years registeredGENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

740 UNIVERSITY AVENUE, SACRAMENTO, CA 95825CRD# 6309775Firm CRD# 105698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Adams Torinus · SACRAMENTO, CA

Registration

CRD #6309775 · GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

TOR WEALTH ADVISORS, LLC

May 2022 – present

VAN HULZEN ASSET MANAGEMENT

Aug 2021 – Sep 2022

EL DORADO HILLS, CA

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Nov 2014 – Jan 2021

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 17, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

CRD 105698 · SEC 801-36720

AUM

$2.2B

Regulatory assets under management

Employees

1,672 client accounts

Services offered by GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Adams Torinus offer?

Nathan Adams Torinus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Nathan Adams Torinus's credentials?

Nathan Adams Torinus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Adams Torinus located?

Nathan Adams Torinus 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 Nathan Adams Torinus charge for services?

Nathan Adams Torinus'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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