Alex Brown, Partner and Nathan Torinus, Chief Operating Officer, Genovese, Burford & Brothers sit down with Julie Cooling, Founder & CEO, RIA Channel to discuss what makes their wealth management business unique.
As a firm, Genovese, Burford & Brothers manages almost $1.5 billion in assets. With almost $1 billion in asset growth, the firm was ranked #92 in growth in assets over a 10 year period on the RIA Channel and Forbes Top 100 RIA lists for 2016.
Brown explains that much of their growth has been organic and local from the Sacramento area. Torinus discusses how their firm has evolved to meet client demands regarding certain specialities, hiring wealth advisor experts, new technologies and keeping pace with competitors in general. The Top 100 RIA list can be found here on RIA Channel.