GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

SACRAMENTO, California·8 registered advisors·CRD# 105698
SEC# 801-367201916-924-7527
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

8 registered advisors
Alexander Gilbert Brown
SACRAMENTO, California
Angie Butler
SACRAMENTO, California
Kelly Thomas Brothers
SACRAMENTO, California
Lon Edward Burford
SACRAMENTO, California
Michael Thomas Genovese
SACRAMENTO, California
Nathan Adams Torinus
SACRAMENTO, California
Scott Carmack Thomas
SACRAMENTO, California
Sean M Thomas
SACRAMENTO, California
05

Office Locations

SACRAMENTO, California
8 advisors

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Data sourced from SEC Form ADV filings. GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC (CRD# 105698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.