Investment adviser · CRD 149750

PLACER SUMMIT FINANCIAL GROUP, LLC

Investment adviser filing (IA)

ROSEVILLE, CA, United States · Form ADV filed Jul 15, 2016

Regulatory AUM
$84.7M
Form ADV · Item 5.F
Client accounts
348
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 15, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1410 ROCKY RIDGE DRIVE, SUITE 150
ROSEVILLE, CA, 95661, United States

CRD 149750

Filing source

Form ADV 1029744 · Jul 15, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.