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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    1,305
    ACCOUNTS
  • Average Account Value
    $113,048
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Putney Financial Group, Registered Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Joseph S. Niederkorn
CRD#: 348000
1099 D Street, Penthouse B, San Rafael, CA 94901
77
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.