The Putney Financial Group, Registered Investment Advisors
The Putney Financial Group, Registered Investment Advisors (CRD# 111639) is a financial advisory firm headquartered in San Rafael, CA. They manage $147,527,627 in 1,305 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts1,305ACCOUNTS
Average Account Value$113,048
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Joseph Niederkorn (CRD# 348000) is an Investment Advisor Representative working at The Putney Financial Group, Registered Investment Advisors in San Rafael, CA and has 1 year of experience in the finance industry.