Placer Summit Financial Group Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Placer Summit Financial Group General Information

Description

Provider of investment advisory services. The company's investment advisory services include investment management, risk advisory, retirement planning, estate planning and education planning, enabling the commercial sectors to access a wide range of services for their capital formation.

Contact Information

Website
www.placersummit.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 1410 Rocky Ridge Drive
  • Suite 150
  • Roseville, CA 95661
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Genovese, Burford & Bros. Asset Management
Vertical(s)
Industrials
Corporate Office
  • 1410 Rocky Ridge Drive
  • Suite 150
  • Roseville, CA 95661
  • United States

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Placer Summit Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Placer Summit Financial Group FAQs

  • When was Placer Summit Financial Group founded?

    Placer Summit Financial Group was founded in 2009.

  • Where is Placer Summit Financial Group headquartered?

    Placer Summit Financial Group is headquartered in Roseville, CA.

  • What industry is Placer Summit Financial Group in?

    Placer Summit Financial Group’s primary industry is Consulting Services (B2B).

  • Is Placer Summit Financial Group a private or public company?

    Placer Summit Financial Group is a Private company.

  • What is Placer Summit Financial Group’s current revenue?

    The current revenue for Placer Summit Financial Group is .

  • When was Placer Summit Financial Group acquired?

    Placer Summit Financial Group was acquired on 21-Sep-2017.

  • Who acquired Placer Summit Financial Group?

    Placer Summit Financial Group was acquired by Genovese, Burford & Bros. Asset Management.

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