RIA Intel›Advisers›California›GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Advisory

N·SACRAMENTO, CA

Data as of Jan 20, 2021 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

0.0%

3-Year CAGR

+15.7%

Employees

35

Assets Under Management

Total AUM$2.2B

Discretionary AUM$2.1B

Non-Discretionary AUM$53M

Discretionary %97.6%

Total Clients—

Team

Total Employees35

Investment Advisers40

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingJan 31, 2001

Latest FilingJan 20, 2021

🔒 Full AUM trend chart and 39 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.