Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is a large advisory firm based in Sacramento. It manages $1.96 billion of regulatory assets for 2,654 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is $1.96 billion. The firm's AUM has grown by 155% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Genovese Burford & Brothers Wealth And Retirement Plan Mgmt is high net worth individuals with 340 clients and $771.92 million of assets under management. Among the 8 most similar advisory firms, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.96 billion for 1,159 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt doesn't advise any private funds.
The company employs 29 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC performs its advisory services is located at 1515 Response Road, Sacramento, CA 95815, which is also the mailing address of the firm. An additional office of the firm is in Roseville, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-924-7527 or by fax 916-646-3287. The normal business hours are 8:00 a.m. to 5:00p.m on Monday - Friday. You can find more information about the New York firm at gbbwealth.com.