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THE PUTNAM ADVISORY COMPANY, LLC
BOSTON, MA
617-292-1000
SEC #801-5097Total AUM
$33.2B
Employees
7Clients
94Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 FEDERAL ST
BOSTON
MA 02110
United States
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-292-1000
Other Offices
1
Financials
Total AUM
$33.2B
Accounts
97Discretionary
$33.2B
Accounts
97Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
5AUM
$201.7M
Investment Company Clients
6AUM
$2.5B
Pooled Vehicle Clients
72AUM
$24B
Pension/Profit Sharing Plan Clients
8AUM
$5.6B
Charitable Organization Clients
1AUM
$142.7M
Government Entity Clients
1AUM
$34.9M
Insurance Company Clients
1AUM
$706.9M
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZLAMANENHTXWA
Affiliates
Affiliates
Reported 75 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.