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THE PUTNEY FINANCIAL GROUP LLC

Tel: 415-460-1990
100 Smith Ranch Road
Suite 110
San Rafael, California  94903

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THE PUTNEY FINANCIAL GROUP LLC

THE PUTNEY FINANCIAL GROUP LLC is a San Rafael, California based financial advisory firm with nearly $187,290,545 in assets under management and provides investment advisory services for 992 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM

Firm CRD#:

111639

SEC#:

801-62638

No. of Clients:

992

Assets under Management

$187,290,545

No. of Advisors:

7

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