AUMdb

Pacific Select Distributors, Llc

$21.7M reported client assets across 1 advisory firms in FY2025 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
The Putney Financial Group Llc $21.7M $205M 10.6% 03/20/2026

From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.