CRD: 111639
THE Putney Financial Group LLC
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- Custodian
- Jackson National Life · Nationwide · Pacific Life · Pershing · Prudential · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-1997
- Office Locations
- 2
Office Locations
About THE Putney Financial Group LLC
The Putney Financial Group is an independent RIA founded by Ray Lent providing holistic wealth management and personalized financial planning for individuals and families, often serving multiple generations. The firm builds and manages separate, customized portfolios aligned to each client’s goals and risk tolerance, with a meaningful ETF allocation. Brokerage services are through Arete Wealth Management and client assets are custodied at Pershing.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
RAYMOND LAWRENCE LENT
Advisor, Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #817645
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TERRY LEE ALLEN
Director
- CRD
- #1477937
ECHO CHIAPING CHIEN
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- CRD
- #2750051
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,054,455 | $254,798 |
| Non-Discretionary | $3,354,731 | $21,643 |
| Total | $205,409,186 | $216,676 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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