THE PUTNEY FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$205,409,186
Discretionary
$202,054,455
Non-discretionary
$3,354,731
Firm details
- CRD number
- 111639
- SEC file number
- 801-62638
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.PUTNEYFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.