Company Overview
- Headquarters
- 100 Smith Ranch Rd Ste 110, San Rafael CA
- Website
- putneyfinancial.com
- Phone
- (415) 460-1990
- Employees
- 6
- Founded in
- 1997
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$7B
Who is The Putney Financial Group
The Putney Financial Group is a financial services firm located in San Rafael, California. Employing six people, the company has generated $7 million in annual revenue. The Putney Financial Group caters to individuals, families, and institutions, providing a range of investment management services. Their expertise encompasses asset allocation, portfolio modeling, risk management, tax planning, trusts, estate planning, and philanthropic planning. The firm distinguishes itself by integrating three phases of capital development: creation, conservation, and distribution, into its approach. This personalized strategy allows them to build lasting relationships with clients who have diverse financial goals and interests. To learn more about The Putney Financial Group's services, visit their website at putneyfinancial.com.
The Putney Financial Group Industry Tags
The Putney Financial Group Tech Stack
Companies Similar to The Putney Financial Group
Analyze industry trends and opportunities by examining competitors and companies comparable to The Putney Financial Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 7M | 6 | Baltimore, MD | 1989 | |
| 7M | 12 | Encinitas, CA | 2014 | |
| 7M | 1 | Lafayette, IN | ||
| 7M | 8 | Fishers, IN | 1994 | |
| 7M | 6 |