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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Putney Financial Group LLC
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|---|---|
| CRD # | 111639 |
| SEC # | 801-62638 |
| CIK # | 0001397602, 0002056907 |
| AUM | $187.3 M (2025-05-05) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 415-460-1990 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.4 | ||
| Amazon Com Inc | 8.1 | ||
| Alphabet Inc | 6.7 | ||
| Microsoft Corp | 6.4 | ||
| Nvidia Corp | 3.3 | ||
| Mastercard Inc | 3.2 | ||
| Copart Inc | 2.6 | ||
| Shopify Inc | 2.1 | ||
| VISA Inc | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 23.8 |
| (b) Individuals (high net worth individuals) | 115 | 163.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 187.3 |
| By Discretionary | ||
| Discretionary | 985 | 184.5 |
| Non-Discretionary | 7 | 2.8 |
| Total | 992 | 187.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.3 | |
| Total | 992 | 187.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001397602] | |
| 13F-HR | [0002056907] |
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