RIA Intel›Advisers›California›PLACER SUMMIT FINANCIAL GROUP, LLC

PLACER SUMMIT FINANCIAL GROUP, LLC

Advisory

N·ROSEVILLE, CA

Data as of Jul 15, 2016 · Source: SEC Form ADV

Total AUM

$85M

1-Year AUM Growth

-36.6%

3-Year CAGR

-7.7%

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$84M

Non-Discretionary AUM$400K

Discretionary %99.5%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingMar 11, 2009

Latest FilingJul 15, 2016

🔒 Full AUM trend chart and 22 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PLACER SUMMIT FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.