Genovese Forman Burford & Brothers Financial And Insurance Svcs. (Sacramento)


Genovese Forman Burford & Brothers Financial And Insurance Svcs. is a large advisory firm based in Sacramento. It manages $615.65 million of regulatory assets for 1,051 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Nevada.

Genovese Forman Burford & Brothers Financial And Insurance Svcs provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Genovese Forman Burford & Brothers Financial And Insurance Svcs: assets under management

The assets under management (AUM) of Genovese Forman Burford & Brothers Financial And Insurance Svcs. is $615.65 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $456.94 million in discretionary accounts and $158.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $436.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $39.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Genovese Forman Burford & Brothers Financial And Insurance Svcs. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Genovese Forman Burford & Brothers Financial And Insurance Svcs.

Leslie Dean Forman has been acting as President since 1 Jan 1995. Lon Edward Burford joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Leslie Dean Forman President 1 Jan 1995 25% - 50% 1202511
Michael Thomas Genovese Chief compliance officer & vice president 1 Jan 1995 25% - 50% 867229
Lon Edward Burford Chairman 1 Jan 1995 25% - 50% 713516
Kelly Thomas Brothers Vice president 1 Jan 2007 Other 4687790
Lon Edward Burford President 1 Feb 2008 25% - 50% 713516

Based in Sacramento

The principal office where Genovese Forman Burford & Brothers Financial And Insurance Svcs. performs its advisory services is located at 1515 Response Road, Sacramento, CA 95815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-924-7527 or by fax 916-646-3287. The normal business hours are 8:00 a.m. to 5:00p.m on Monday - Friday. You can find more information about the New York firm at www.gfb4advice.com.

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