Peter
Ashby

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#5292327
Investment Advisor
in Sacramento, CA
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About this Advisor

Peter Ashby is a certified financial planner operating in Sacramento, California, who has been in the industry for 11 years. Ashby works at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. Throughout their career, Ashby has worked at Citigroup Global Markets Inc, Af Advisors, Inc, Genovese Burford & Brothers and Royal Alliance. Ashby has Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to work in California. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is a financial advisory business that has its headquarters in Sacramento, California. The firm has offices in two locations and a total of 26 people on staff. It administers $2 billion in assets under management among its 2,520 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 2,520 accounts, just 14% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees usually vary depending on which service is offered. Fee types charged by Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, 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

$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

Peter Ashby Work History

Peter has 11 years of experience.

2016 - Present (3 years)

Genovese Burford & Brothers

2016 - Present (3 years)

Royal Alliance

2009 - 2016 (7 years)

Af Advisors, Inc

2007 - 2009 (2 years)

Citigroup Global Markets Inc

Disclosures

Peter Ashby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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