The Putney Financial Group
Financial Services • 
100 Smith Ranch Rd, San Rafael, United States • 1-10 Employees
Company overview
| Headquarters | 100 Smith Ranch Rd, San Rafael, California 94903, US |
| Website | |
| NAICS | 52 |
| Founded | 1996 |
| Employees | 1-10 |
Key Contact at The Putney Financial Group
Jill Baradat
Executive Assistant/Director of Insurance/Events Division
About The Putney Financial Group
Putney Financial Group LLC was founded by Ray Lent in 1996. Putney Financial Group LLC is a Registered Investment Advisory firm based in San Rafael, California, offering personalized wealth management services. They provide a comprehensive range of services, including financial planning, portfolio management, life planning, retirement planning, estate planning, and charitable giving.
The Putney Financial Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Putney Financial Group has never raised funding before.
The Putney Financial Group Tech Stack
Discover the technologies and tools that power The Putney Financial Group's digital infrastructure, from frameworks to analytics platforms.
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