Investment adviser · CRD 105698

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Investment adviser filing (IA)

SACRAMENTO, CA, United States · Form ADV filed Jan 20, 2021

Regulatory AUM
$2.16B
Form ADV · Item 5.F
Client accounts
1,672
Accounts, not individual clients
Employees
40
Reported in this filing
Advisory professionals
35
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals455$1,117,366,60851.8%
Retirement plans129$503,798,56923.4%
Individuals915$362,919,43316.8%
Corporations & businesses41$131,214,7896.1%
Charities9$41,141,3691.9%
Filing source

Form ADV 1481273 · Jan 20, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 20, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

740 UNIVERSITY AVENUE, SUITE 100
SACRAMENTO, CA, 95825, United States

CRD 105698

Filing source

Form ADV 1481273 · Jan 20, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.