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Building 2GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Map pinSACRAMENTO, CA
Phone916-924-7527
NotebookSEC #801-36720
Total AUM
$2.2B
Employees
40
Clients
1,549

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
740 UNIVERSITY AVENUE
SUITE 100
SACRAMENTO
CA 95825
United States
Operating Hours
8:00 A.M. TO 5:00P.M
Monday - Friday
Phone
916-924-7527
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,672
Discretionary
$2.1B
Accounts
1,504
Non-Discretionary
$52.8M
Accounts
168

ContactClients

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Individual Clients
915
AUM
$362.9M
HNW Individual Clients
455
AUM
$1.1B
Pension/Profit Sharing Plan Clients
129
AUM
$503.8M
Charitable Organization Clients
9
AUM
$41.1M
Corporation or Business Clients
41
AUM
$131.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNENVNYOHORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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