Kelly
Brothers

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#4687790
Investment Advisor
in Sacramento, CA
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About this Advisor

Kelly Brothers is a certified financial planner operating out of Sacramento, California, with 11 years of work experience. Brothers is an employee of Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. Brothers has gained experience at Royal Alliance Associates, Inc, Genovese Forman Burford & Brothers Financial And Insurance Svcs, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc and Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. Brothers holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is a business that has its headquarters in Sacramento, California. The investment advisory business has offices in two locations and a total of 26 people on staff. It handles $2 billion in assets across its 2,520 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 2,520 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually depend on which services are offered. Fees billed by Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

$2,019,020,582

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

26

CA Average: 43
Total Number of Accounts

2,520

CA Average: 3,727
Average Account Size

$801,199

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

Kelly Brothers Work History

Kelly has 11 years of experience.

2012 - Present (7 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

2007 - Present (12 years)

Royal Alliance Associates, Inc

2007 - Present (12 years)

Genovese Forman Burford & Brothers Financial And Insurance Svcs

2007 - Present (12 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc

Disclosures

Kelly Brothers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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