Be advised. This firm is no longer registered.

Placer Summit Financial Group, LLC

Placer Summit Financial Group, LLC (CRD# 149750) is a financial advisory firm headquartered in Roseville, CA. They manage $84,713,520 in 348 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $243,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Placer Summit Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sapphira W. Pixler
CRD#: 6046283
3300 Douglas Blvd, Suite 420, Roseville, CA 95661
87
Wealthminder
score

Sapphira Pixler (CRD# 6046283) is an Investment Advisor Representative working at Placer Summit Financial Group, LLC in Roseville, CA and has 1 year of experience in the finance industry.

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