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GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
SACRAMENTO, California
·
8 registered advisors
·
CRD# 105698
SEC# 801-36720
1
916-924-7527
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 Planning
Investment Management
Wealth Management
04
Advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
8 registered advisors
Alexander Gilbert Brown
SACRAMENTO, California
CRD# 4784434
Angie Butler
SACRAMENTO, California
CRD# 2727758
Kelly Thomas Brothers
SACRAMENTO, California
CRD# 4687790
Lon Edward Burford
SACRAMENTO, California
CRD# 713516
Michael Thomas Genovese
SACRAMENTO, California
CRD# 867229
Nathan Adams Torinus
SACRAMENTO, California
CRD# 6309775
Scott Carmack Thomas
SACRAMENTO, California
CRD# 2861956
Sean M Thomas
SACRAMENTO, California
CRD# 2380321
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
.