Genovese, Burford & Bros. Asset Management Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 1

Genovese, Burford & Bros. Asset Management General Information

Description

Owner and operator of an independent wealth and retirement plan management firm based in Sacramento, California. The company offers wealth management, retirement plan asset management, financial planning and insurance services.

Contact Information

Website
www.gbbwealth.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 740 University Avenue
  • Sacramento, CA 95825
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
CAPTRUST Financial Advisors
Corporate Office
  • 740 University Avenue
  • Sacramento, CA 95825
  • United States

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Genovese, Burford & Bros. Asset Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Genovese, Burford & Bros. Asset Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Owner and operator of an independent wealth and retirement plan management firm based in Sacramento, California. The com
Asset Management
Sacramento, CA
14 As of 2015

Overland Park, KS
 

Denver, CO
 
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Genovese, Burford & Bros. Asset Management Competitors (28)

One of Genovese, Burford & Bros. Asset Management’s 28 competitors is Creative Planning, a Private Equity-Backed company based in Overland Park, KS.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS
Mercer Advisors Private Equity-Backed Denver, CO
EP Wealth Advisors Private Equity-Backed Torrance, CA
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC
Fpc Investment Advisory Corporation Petaluma, CA
You’re viewing 5 of 28 competitors. Get the full list »

Genovese, Burford & Bros. Asset Management Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Genovese, Burford & Bros. Asset Management Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
ES-366213-A1 Self-propelled conveyor device for positioning fishing gear offshore Inactive 20-Apr-1968

Genovese, Burford & Bros. Asset Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Genovese, Burford & Bros. Asset Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Genovese, Burford & Bros. Asset Management Acquisitions (1)

Genovese, Burford & Bros. Asset Management’s most recent deal was a Merger/Acquisition with Placer Summit Financial Group. The deal was made on 21-Sep-2017.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Placer Summit Financial Group 21-Sep-2017 Merger/Acquisition Consulting Services (B2B)
To view Genovese, Burford & Bros. Asset Management’s complete acquisitions history, request access »

Genovese, Burford & Bros. Asset Management FAQs

  • When was Genovese, Burford & Bros. Asset Management founded?

    Genovese, Burford & Bros. Asset Management was founded in 1987.

  • Where is Genovese, Burford & Bros. Asset Management headquartered?

    Genovese, Burford & Bros. Asset Management is headquartered in Sacramento, CA.

  • What is the size of Genovese, Burford & Bros. Asset Management?

    Genovese, Burford & Bros. Asset Management has 14 total employees.

  • What industry is Genovese, Burford & Bros. Asset Management in?

    Genovese, Burford & Bros. Asset Management’s primary industry is Asset Management.

  • Is Genovese, Burford & Bros. Asset Management a private or public company?

    Genovese, Burford & Bros. Asset Management is a Private company.

  • What is Genovese, Burford & Bros. Asset Management’s current revenue?

    The current revenue for Genovese, Burford & Bros. Asset Management is .

  • Who are Genovese, Burford & Bros. Asset Management’s investors?

    River City Bank has invested in Genovese, Burford & Bros. Asset Management.

  • Who are Genovese, Burford & Bros. Asset Management’s competitors?

    Creative Planning, Mercer Advisors, EP Wealth Advisors, Compass Financial Partners, and Fpc Investment Advisory are some of the 28 competitors of Genovese, Burford & Bros. Asset Management.

  • When was Genovese, Burford & Bros. Asset Management acquired?

    Genovese, Burford & Bros. Asset Management was acquired on 28-Feb-2021.

  • Who acquired Genovese, Burford & Bros. Asset Management?

    Genovese, Burford & Bros. Asset Management was acquired by CAPTRUST Financial Advisors.

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