Robert Todd Summers
Investment adviser representative at Private Management Group Inc
40 yearsExperience
3 statesRegistered in
CFADesignation
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
40 years in the industry.
- Private Management Group, Inc.Mar 1986 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, TX).
Private Management Group Inc
$4.9BAssets managed
3,594Clients
28Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1451618
- Firm CRD
- 104707