Alexander
Brown

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#4784434
Investment Advisor
in Sacramento, CA
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About this Advisor

Alexander Brown is a certified financial planner based in Sacramento, California, with a total of 18 years in the industry. Brown is an advisor for Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. During their career, the advisor has held roles at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc, Central Valley Foundation, Royal Alliance Associates, Inc and Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. Brown maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is a company headquartered in Sacramento, California. The investment advisory business has offices in two locations and a total of 26 financial advisors. It controls $2 billion in assets under management across its 2,520 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 2,520 accounts, just 14% are held by high-net-worth clients who have at least $1 million in assets. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely vary depending on which service is provided. Fees charged by Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1515 Response Road
Sacramento, CA 95815

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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details

Total Assets Under Management

$1,964,890,341

CA Average: $7,578,581,321
Total Number of Employees

29

CA Average: 43
Total Number of Accounts

2,654

CA Average: 3,727
Average Account Size

$740,351

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Alexander Brown Work History

Alexander has 18 years of experience.

2013 - Present (6 years)

Central Valley Foundation

2012 - Present (7 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

2008 - Present (11 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc

2000 - Present (19 years)

Royal Alliance Associates, Inc

2004 - 2012 (8 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc

Disclosures

Alexander Brown has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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