PLACER SUMMIT FINANCIAL GROUP, LLC
SEC file number 801-70018
· ROSEVILLE, CA
https://placersummit.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$133.7M
Discretionary AUM
$122.5M
Employees
3
Clients
200
Firm
- Address
- 1410 ROCKY RIDGE DRIVE
ROSEVILLE, CA 95661 - Phone
- —
- Website
- https://placersummit.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Hopkins Placerville LLC Low name-match confidence · CIK 2083277 · ID
-
Hopkins Placerville LLC · D/A · Aug 25, 2026$2M
-
Hopkins Placerville LLC · D · Aug 27, 2025$2M