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San Rafael
THE PUTNEY FINANCIAL GROUP LLC

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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