GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
CRD #105698 SEC #801-36720 SACRAMENTO, CA 916-924-7527
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
40
Clients
1
Accounts
1,672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $2.2B | $2.1B | $52.8M | 40 | 140 |
| Jun 2020 | $2.2B | $2.1B | $52.8M | 40 | 140 |
| Jun 2020 | $2.2B | $2.1B | $52.8M | 40 | 140 |
| Mar 2020 | $2.2B | $2.1B | $52.8M | 40 | 140 |
| Mar 2019 | $2B | $1.4B | $595.7M | 29 | 40 |
| Mar 2018 | $2B | $1.5B | $557.7M | 26 | 0 |
| Dec 2017 | $1.4B | $892.9M | $483.4M | 20 | 3 |
| Mar 2017 | $1.4B | $892.9M | $483.4M | 20 | 800 |
| Mar 2016 | $1.4B | $935.7M | $423.8M | 19 | 700 |
| Mar 2015 | $1.3B | $918.1M | $394.1M | 17 | 800 |
| Sep 2014 | $1.1B | $821.9M | $279.1M | 17 | 800 |
| Mar 2014 | $1.1B | $821.9M | $279.1M | 17 | 800 |
| Mar 2014 | $1.1B | $821.9M | $279.1M | 17 | 800 |
| Mar 2013 | $1.1B | $688.2M | $395.3M | 14 | 600 |
| Jun 2012 | $772M | $580.2M | $191.8M | 6 | 600 |
| Jun 2012 | $772M | $580.2M | $191.8M | 6 | 600 |
| Apr 2012 | $772M | $580.2M | $191.8M | 6 | 600 |
| Mar 2012 | $772M | $580.2M | $191.8M | 6 | 600 |
| Mar 2011 | $669.4M | $489M | $180.4M | 10 | -- |
| May 2010 | $577M | $454.7M | $122.4M | 10 | -- |
| Jan 2010 | $577M | $454.7M | $122.4M | 10 | -- |
| May 2009 | $443.9M | $324.2M | $119.7M | 10 | -- |
| Jan 2009 | $443.9M | $324.2M | $119.7M | 10 | -- |
| Jan 2008 | $615.7M | $456.9M | $158.7M | 10 | -- |
| Dec 2007 | $515.9M | $373.3M | $142.6M | 10 | -- |
| Oct 2007 | $515.9M | $373.3M | $142.6M | 10 | -- |
| Jan 2007 | $515.9M | $373.3M | $142.6M | 10 | -- |
| Mar 2006 | $380.6M | $271.9M | $108.7M | 10 | -- |
| Mar 2004 | $267.1M | $199.5M | $67.7M | 10 | -- |
| Mar 2002 | $171.7M | $112M | $59.7M | 10 | -- |
DateJan 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$52.8M
Employees40
Clients140
DateJun 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$52.8M
Employees40
Clients140
DateJun 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$52.8M
Employees40
Clients140
DateMar 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$52.8M
Employees40
Clients140
DateMar 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$595.7M
Employees29
Clients40
DateMar 2018
Total AUM$2B
Discretionary$1.5B
Non-Disc.$557.7M
Employees26
Clients0
DateDec 2017
Total AUM$1.4B
Discretionary$892.9M
Non-Disc.$483.4M
Employees20
Clients3
DateMar 2017
Total AUM$1.4B
Discretionary$892.9M
Non-Disc.$483.4M
Employees20
Clients800
DateMar 2016
Total AUM$1.4B
Discretionary$935.7M
Non-Disc.$423.8M
Employees19
Clients700
DateMar 2015
Total AUM$1.3B
Discretionary$918.1M
Non-Disc.$394.1M
Employees17
Clients800
DateSep 2014
Total AUM$1.1B
Discretionary$821.9M
Non-Disc.$279.1M
Employees17
Clients800
DateMar 2014
Total AUM$1.1B
Discretionary$821.9M
Non-Disc.$279.1M
Employees17
Clients800
DateMar 2014
Total AUM$1.1B
Discretionary$821.9M
Non-Disc.$279.1M
Employees17
Clients800
DateMar 2013
Total AUM$1.1B
Discretionary$688.2M
Non-Disc.$395.3M
Employees14
Clients600
DateJun 2012
Total AUM$772M
Discretionary$580.2M
Non-Disc.$191.8M
Employees6
Clients600
DateJun 2012
Total AUM$772M
Discretionary$580.2M
Non-Disc.$191.8M
Employees6
Clients600
DateApr 2012
Total AUM$772M
Discretionary$580.2M
Non-Disc.$191.8M
Employees6
Clients600
DateMar 2012
Total AUM$772M
Discretionary$580.2M
Non-Disc.$191.8M
Employees6
Clients600
DateMar 2011
Total AUM$669.4M
Discretionary$489M
Non-Disc.$180.4M
Employees10
Clients--
DateMay 2010
Total AUM$577M
Discretionary$454.7M
Non-Disc.$122.4M
Employees10
Clients--
DateJan 2010
Total AUM$577M
Discretionary$454.7M
Non-Disc.$122.4M
Employees10
Clients--
DateMay 2009
Total AUM$443.9M
Discretionary$324.2M
Non-Disc.$119.7M
Employees10
Clients--
DateJan 2009
Total AUM$443.9M
Discretionary$324.2M
Non-Disc.$119.7M
Employees10
Clients--
DateJan 2008
Total AUM$615.7M
Discretionary$456.9M
Non-Disc.$158.7M
Employees10
Clients--
DateDec 2007
Total AUM$515.9M
Discretionary$373.3M
Non-Disc.$142.6M
Employees10
Clients--
DateOct 2007
Total AUM$515.9M
Discretionary$373.3M
Non-Disc.$142.6M
Employees10
Clients--
DateJan 2007
Total AUM$515.9M
Discretionary$373.3M
Non-Disc.$142.6M
Employees10
Clients--
DateMar 2006
Total AUM$380.6M
Discretionary$271.9M
Non-Disc.$108.7M
Employees10
Clients--
DateMar 2004
Total AUM$267.1M
Discretionary$199.5M
Non-Disc.$67.7M
Employees10
Clients--
DateMar 2002
Total AUM$171.7M
Discretionary$112M
Non-Disc.$59.7M
Employees10
Clients--