Genovese Burford & Brothers Wealth & Retirement Plan Management is an investment advisor in Sacramento with $2.16 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
455146130
SEC advisor number
801-36720
FINRA CRD number
105698
AUM ?
$2.16 bn
(as of 20 Jan 21)
Accounts
1,672
(as of 20 Jan 21)
Employees
40
(35 investment advisory or research)
Address
Genovese Burford & Brothers Wealth & Retirement Plan Management
740 UNIVERSITY AVENUE
SUITE 100
SACRAMENTO
CA 95825
740 UNIVERSITY AVENUE
SUITE 100
SACRAMENTO
CA 95825
Office hours
Monday - Friday, 8:00 A.M. TO 5:00P.M
Phone
(916) 924-7527
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Genovese Burford & Brothers Wealth and Retirement Plan Management, Inc. | Managing Member | 04/2012 | > 75% |
Genovese, Michael, Thomas | President, Chairman | 01/1995 | 25-50% |
Butler, Angie | Chief Compliance Officer | 01/2016 | < 5% |
Brothers, Kelly, Thomas | Vice President | 07/2012 | < 5% |
Brown, Alexander, Gilbert | Chief Financial Officer, Chief Executive Officer | 07/2012 | < 5% |
Torinus, Nathan, Adams | Chief Revenue Officer | 01/2016 | < 5% |
Genovese, Michael, Thomas | Co-chief Investment Officer, Chairman | 01/2019 | < 5% |
Brothers, Kelly, Thomas | Vice President | 01/2018 | 25-50% |
Thomas, Scott, Carmack | Co-chief Investment Officer | 02/2020 | < 5% |
Thomas, Sean, M | Chief Operations Officer | 02/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 21
13F-HR
Quarterly holdings report by institutional manager
9 Nov 20
13F-HR
Quarterly holdings report by institutional manager
6 Aug 20
13F-HR
Quarterly holdings report by institutional manager
6 May 20
13F-HR
Quarterly holdings report by institutional manager
29 Jan 20
13F-HR
Quarterly holdings report by institutional manager
31 Oct 19
13F-HR
Quarterly holdings report by institutional manager
31 Jul 19
13F-HR
Quarterly holdings report by institutional manager
25 Apr 19
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18