THE PUTNEY FINANCIAL GROUP LLC
Tel: 415-460-1990 100 Smith Ranch Road Suite 110 San Rafael, California 94903
About 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
Firm CRD#:
111639
Firm SEC#:
801-62638
Assets Under Management:
$187,290,545
No. of Clients:
992
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters
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