The Putney Financial Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
100 Smith Ranch Rd Ste 110, San Rafael, ...Phone Number
(415) 460-1990Website
www.putneyfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
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1
About The Putney Financial Group
The Putney Financial Group LLC specializes in personalized wealth management services aimed at helping clients achieve financial independence. With over 25 years of experience, they offer a range of services including financial planning, portfolio management, and estate planning tailored to individual client needs. Their dedicated team focuses on understanding clients' unique stories, values, and goals to create customized investment strategies. The firm primarily serves individuals and families in Northern California, emphasizing long-term relationships and holistic wealth management.Explore more
The Putney Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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The Putney Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Putney Financial Group Tech Stack
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The Putney Financial Group LLC specializes in personalized wealth management services aimed at helping clients achieve financial independence. With over 25 years of experience, they offer a range of services including financial planning, portfolio management, and estate planning tailored to individual client needs. Their dedicated team focuses on u... Read More
