Genovese Forman & Burford Financial & Insuran (Sacramento)

Name: Genovese Forman & Burford Financial & Insuran
Address: 1515 Response Road, Sacramento, CA, 95815
Telephone: 916-924-7527

Genovese Forman & Burford Financial & Insuran is a large advisory firm based in Sacramento. It manages $515.9 million of regulatory assets for 848 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Genovese Forman & Burford Financial & Insuran 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 Financial & Insuran: assets under management

The assets under management (AUM) of Genovese Forman & Burford Financial & Insuran is $515.9 million. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373.27 million in discretionary accounts and $142.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $442.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.66 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Genovese Forman & Burford Financial & Insuran for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Genovese Forman & Burford Financial & Insuran

Leslie Dean Forman has been acting as President since 1 Jan 1995. Kelly Thomas Brothers joined the executive team most recently as the Vice 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	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

Based in Sacramento

The principal office where Genovese Forman & Burford Financial & Insuran 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.