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F L PUTNAM INVESTMENT MANAGEMENT CO.
LYNNFIELD, MA
800-344-3435
SEC #801-21951Total AUM
$9.7B
Employees
160Clients
3,054Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 KIMBALL LANE
LYNNFIELD
MA 01940
United States
LYNNFIELD
MA 01940
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
800-344-3435
Other Offices
13
Financials
Total AUM
$9.7B
Accounts
7,901Discretionary
$9.6B
Accounts
7,821Non-Discretionary
$75.7M
Accounts
80
Clients
Individual Clients
1,335AUM
$522.3M
HNW Individual Clients
1,488AUM
$7B
Investment Company Clients
1AUM
$92.9M
Pension/Profit Sharing Plan Clients
6AUM
$173.3M
Charitable Organization Clients
203AUM
$1.7B
Corporation or Business Clients
21AUM
$138.2M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING AND CONSULTING; FAMILY OFFICE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCACOCTDCFLGAILINKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPARISCTNTXVAVTWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.