Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
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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
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
Peter Ashby Work History
Peter has 11 years of experience.
Genovese Burford & Brothers
Af Advisors, Inc
Citigroup Global Markets Inc
Peter Ashby has no disclosures.
Please visit their SEC profile for more details.