# GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC of SACRAMENTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105698
- Type: SEC-registered investment adviser
- SEC file number: 801-36720
- Location: 740 UNIVERSITY AVENUE, SUITE 100, SACRAMENTO, CA, 95825
- Phone: 916-924-7527
- Latest filing: 2021-01-20
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $52.8M
- Clients: 40
- Accounts: 1,672

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| GENOVESE CHRISTOPHER THOMAS | CCO/V.P.; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT (+6 more) | — |
| FORMAN LESLIE DEAN | PRESIDENT | — |
| BURFORD LON EDWARD | CHAIRMAN; PRESIDENT; PRESIDENT AND SHAREHOLDER | — |
| BROTHERS KELLY THOMAS | SECRETARY; VICE PRESIDENT | — |
| THOMAS SCOTT CARMACK | CO-CHIEF INVESTMENT OFFICER | — |
| BROWN ALEXANDER GILBERT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER; TREASURER | — |
| THOMAS DAVID M | CHIEF OPERATIONS OFFICER | — |
| BUTLER ANGIE | CHIEF COMPLIANCE OFFICER | — |
| TORINUS NATHAN ADAMS | CHIEF OPERATING OFFICER; CHIEF REVENUE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105698/similar
- Related entities: https://search.stillhousedata.com/firm/105698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105698

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.