The Putney Financial Group LLC

$205.4MAssets under management
as of Jun 2026 · SEC Form ADV
San Rafael, CA
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Tech stack

No one at The Putney Financial Group LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $122M held · filed Aug 2024