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Placer Summit Financial Group

2009 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 1410 Rocky Ridge Drive
  • Suite 150
  • Roseville, CA 95661
  • United States

Placer Summit Financial Group Valuation and Funding

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

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