Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
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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
Years of Experience
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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details
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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.
Genovese Burford & Brothers
Admail West Inc
Nathan Torinus has no disclosures.
Please visit their SEC profile for more details.