PLACER SUMMIT FINANCIAL GROUP, LLC

ROSEVILLE, California·1 registered advisor·CRD# 149750
SEC# 801-70018916-749-3825
01

Firm Overview

AUM
$85M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLACER SUMMIT FINANCIAL GROUP, LLC

1 registered advisor
Rodney Clark Waterbury
ROSEVILLE, California
CFP
05

Office Locations

ROSEVILLE, California
1 advisor

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Data sourced from SEC Form ADV filings. PLACER SUMMIT FINANCIAL GROUP, LLC (CRD# 149750) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.