THE PUTNEY FINANCIAL GROUP LLC

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

About THE PUTNEY FINANCIAL GROUP LLC

THE PUTNEY FINANCIAL GROUP LLC, formally registered with the SEC as THE PUTNEY FINANCIAL GROUP LLC. The firm was established in 01/09/2004. They have over 1 offices throughout the country.

THE PUTNEY FINANCIAL GROUP LLC is a San Rafael, California based Financial Planning firm with nearly $187,290,545 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111639
SEC#	801-62638
Assets Managed by Firm	$187,290,545
No. of Clients	992
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	992	$187,290,545
Individuals (other than high net worth individuals)	110	$23,768,513
High net worth individuals	115	$163,522,032

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