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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TREJO, BYRON, EDUARDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BARRIENTOS, LOUIS, JOAQUIN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | C | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | C | Control |
| THOMAS, SCOTT, CARMACK | I | MANAGING MEMBER/CEO | C | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER | C | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER | C | Control |
| WATERBURY, RODNEY, CLARK | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Feb 1, 2016 REGISTERED
Notice Filings (1)
CA
Address
1410 ROCKY RIDGE DRIVESUITE 150
ROSEVILLE, CA 95661
United States
Phone: 916-749-3825