PLACER SUMMIT FINANCIAL GROUP, LLC
CRD #149750 SEC #801-70018 ROSEVILLE, CA 916-749-3825
SEC Registered
Total AUM
$133.7M
Discretionary
$122.5M
Employees
3
Clients
11
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $84.7M | $84.3M | $399.7K | 3 | 200 |
| Jun 2016 | $84.7M | $84.3M | $399.7K | 3 | 200 |
| May 2016 | $84.7M | $84.3M | $399.7K | 3 | 200 |
| Mar 2016 | $84.7M | $84.3M | $399.7K | 3 | 200 |
| Feb 2016 | $133.7M | $122.5M | $11.2M | 3 | 200 |
| Sep 2015 | $133.7M | $122.5M | $11.2M | 5 | 200 |
| Feb 2015 | $133.7M | $122.5M | $11.2M | 5 | 200 |
| Jan 2014 | $126.6M | $116.5M | $10M | 5 | 200 |
| Feb 2013 | $111.3M | $101.6M | $9.7M | 3 | 100 |
| Dec 2012 | $97.5M | $88.8M | $8.6M | 4 | 26 |
| Jul 2012 | $97.5M | $88.8M | $8.6M | 1 | 26 |
| Mar 2012 | $97.5M | $88.8M | $8.6M | 1 | 26 |
| Feb 2012 | $97.5M | $88.8M | $8.6M | 1 | 26 |
| Feb 2011 | $74M | $72.8M | $1.1M | 5 | -- |
| Sep 2010 | $55.3M | $52.7M | $2.6M | 5 | -- |
| Jan 2010 | $55.3M | $52.7M | $2.6M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateJul 2016
Total AUM$84.7M
Discretionary$84.3M
Non-Disc.$399.7K
Employees3
Clients200
DateJun 2016
Total AUM$84.7M
Discretionary$84.3M
Non-Disc.$399.7K
Employees3
Clients200
DateMay 2016
Total AUM$84.7M
Discretionary$84.3M
Non-Disc.$399.7K
Employees3
Clients200
DateMar 2016
Total AUM$84.7M
Discretionary$84.3M
Non-Disc.$399.7K
Employees3
Clients200
DateFeb 2016
Total AUM$133.7M
Discretionary$122.5M
Non-Disc.$11.2M
Employees3
Clients200
DateSep 2015
Total AUM$133.7M
Discretionary$122.5M
Non-Disc.$11.2M
Employees5
Clients200
DateFeb 2015
Total AUM$133.7M
Discretionary$122.5M
Non-Disc.$11.2M
Employees5
Clients200
DateJan 2014
Total AUM$126.6M
Discretionary$116.5M
Non-Disc.$10M
Employees5
Clients200
DateFeb 2013
Total AUM$111.3M
Discretionary$101.6M
Non-Disc.$9.7M
Employees3
Clients100
DateDec 2012
Total AUM$97.5M
Discretionary$88.8M
Non-Disc.$8.6M
Employees4
Clients26
DateJul 2012
Total AUM$97.5M
Discretionary$88.8M
Non-Disc.$8.6M
Employees1
Clients26
DateMar 2012
Total AUM$97.5M
Discretionary$88.8M
Non-Disc.$8.6M
Employees1
Clients26
DateFeb 2012
Total AUM$97.5M
Discretionary$88.8M
Non-Disc.$8.6M
Employees1
Clients26
DateFeb 2011
Total AUM$74M
Discretionary$72.8M
Non-Disc.$1.1M
Employees5
Clients--
DateSep 2010
Total AUM$55.3M
Discretionary$52.7M
Non-Disc.$2.6M
Employees5
Clients--
DateJan 2010
Total AUM$55.3M
Discretionary$52.7M
Non-Disc.$2.6M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--