Putman Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

9911 Irvine Center Dr Ste 100, Irvine, C...

Phone Number

(949) 502-6700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Putman Group

Spectrum Wealth Management offers integrated wealth management services tailored for individuals, private clients, and businesses. Their comprehensive approach includes financial planning, investment management, tax preparation, and more, ensuring that every aspect of a client's financial life is strategically aligned. The firm is dedicated to preserving clients' wealth and empowering them to make informed financial decisions with confidence. With a team of experienced professionals, they aim to simplify the complexities of financial management and nurture long-term partnerships.Explore more
Putman Group's Social MediaPopular SearchesPutman GroupPutmangroupPutman Financial Services IncPutman Benjamin R Cpa Benjamin R Putman IncPutman Benjamin R Inc CPASIC Code 62,628NAICS Code 52,523Show more

Putman Group Org Chart

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JP
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Manager, Team Operations

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KC
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Team Operations Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Putman Group

<$5M
11-50
Private
<$5M
1990
JP
Jaye PutmanManager, Team Operations
<$5M
1-10
Private
-
2002
MF
Mark FinneyCEO & President
<$5M
1-10
Private
-
2002
DK
David KembleDirector, Human Resources
<$5M
11-50
Private
-
1979
DR
Desira ReitanManager, Payroll
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Putman Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Putman Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Putman Group.

Putman Group financials insights

Gather financial insights about Putman Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Putman Group Tech Stack

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Frequently Asked Questions Regarding Putman Group

What is Putman Group's official website?
Putman Group's official website is www.putmancpa.com
What is Putman Group's Revenue?
Putman Group's revenue is <$5 Million
What is Putman Group's SIC code?
Putman Group's SIC: 62,628
What is Putman Group's NAICS code?
Putman Group's NAICS: 52,523
How many employees does Putman Group have?
Putman Group has 11-50 employees
What industry does Putman Group belong to?
Putman Group is in the industry of: Finance, Securities Trading
What is Putman Group competition?
Putman Group top competitors include: Leivas Tax Wealth, Copper Canyon Wealth Management, Legacy Planning Alliance, Moore Financial Strategies
What companies has Putman Group acquired?
Putman Group has acquired the companies: Manwaring Wealth Management, Wealth Enhancement Group, legacyfp.com, Dent Asset Management
What technology does Putman Group use?
Some of the popular technologies that Putman Group uses are: MailChimp, Amazon Web Hosting, Mimecast
How do I contact Putman Group?
Putman Group contact info: Phone number: (949) 502-6700 Website: www.putmancpa.com
What does Putman Group do?

Spectrum Wealth Management offers integrated wealth management services tailored for individuals, private clients, and businesses. Their comprehensive approach includes financial planning, investment management, tax preparation, and more, ensuring that every aspect of a client's financial life is strategically aligned. The firm is dedicated to pres... erving clients' wealth and empowering them to make informed financial decisions with confidence. With a team of experienced professionals, they aim to simplify the complexities of financial management and nurture long-term partnerships.Read More

What are Putman Group social media links?
Putman Group Linkedin page Putman Group Twitter page Putman Group Facebook page
Is Putman Group a public company?
Putman Group is private company therefore does not currently have an official ticker symbol
See more information about Putman Group

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