Michael
Genovese

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#867229
Investment Advisor
in Sacramento, CA
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About this Advisor

Michael Genovese is a certified financial planner whose office is in Sacramento, California. Currently a registered financial advisor at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Genovese has an impressive 29 years of professional experience as a financial advisor. Genovese holds a Series 63 license, which certifies them as a securities agent. Genovese is registered to act as a financial advisor in California, Texas and Nevada. Their career trajectory has included roles at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Royal Alliance Associates, Inc and Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and operates out of two other locations in the nation. As a company, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC oversees $2 billion in assets throughout 2,520 client accounts and retains 26 staff members. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 2,471 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 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 Rd
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

Michael Genovese Work History

Michael has 29 years of experience.

2012 - Present (7 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

1990 - Present (29 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc

1989 - Present (30 years)

Royal Alliance Associates, Inc

Disclosures

Michael Genovese has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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