Unclaimed Profile

Robert Todd Summers

PRIVATE MANAGEMENT GROUP INC·IRVINE, California

Series 7, Series 24, Series 63Clean record34 years registeredPRIVATE MANAGEMENT GROUP INC

15635 ALTON PARKWAY, IRVINE, CA 92618CRD# 1451618Firm CRD# 104707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Todd Summers · IRVINE, CA

Registration

CRD #1451618 · PRIVATE MANAGEMENT GROUP INC · 34 years registered

Brand Profile

Not yet started

Career History

PRIVATE MANAGEMENT GROUP INC

Jan 1992 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 6, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE MANAGEMENT GROUP INC

CRD 104707 · SEC 801-28023

AUM

$4.2B

Regulatory assets under management

Employees

6,440 client accounts

Services offered by PRIVATE MANAGEMENT GROUP INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRIVATE MANAGEMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Robert Todd Summers offer?

Robert Todd Summers specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.

What are Robert Todd Summers's credentials?

Robert Todd Summers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Todd Summers located?

Robert Todd Summers is based in IRVINE, California, working with PRIVATE MANAGEMENT GROUP INC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Robert Todd Summers charge for services?

Robert Todd Summers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE MANAGEMENT GROUP INC?

PRIVATE MANAGEMENT GROUP INC has approximately 18 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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