Nathan
Torinus

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#6309775
Investment Advisor
in Sacramento, CA
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About this Advisor

Nathan Torinus is a certified financial planner in Sacramento, California. Currently a registered investment advisor with Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Torinus has 15 years of professional experience as an investment advisor. Torinus has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Torinus is able to work with customers in California. Torinus has gained experience at Serigraph Inc, Genovese Burford & Brothers and Admail West Inc. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and has two other offices throughout the country. In total, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC oversees $2 billion in assets dispersed across 2,520 client accounts and employs 26 staff members. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 2,471 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 14% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC can offer 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 66, Certified Financial Planner

Years of Experience

15 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

Nathan Torinus Work History

Nathan has 15 years of experience.

2014 - Present (5 years)

Genovese Burford & Brothers

2013 - 2013 (0 years)

Admail West Inc

2003 - 2012 (9 years)

Serigraph Inc

Disclosures

Nathan Torinus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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