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F L PUTNAM INVESTMENT MANAGEMENT CO.
CRD 106223 · SEC 801-21951
6 KIMBALL LANE, LYNNFIELD, MA, 01940, United States
Phone
800-344-3435
Fax
781-235-6037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.72B
Discretionary AUM
$9.64B
Team
160 total employees; 90 advisory reps; 81 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPORTFOLIO MONITORING AND CONSULTING; FAMILY OFFICE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1335 | $522.3M |
| High net worth individuals | 1488 | $7.04B |
| Investment companies | 1 | $92.9M |
| Pension/profit sharing plans | 6 | $173.3M |
| Charitable organizations | 203 | $1.75B |
| Corporations/business entities | 21 | $138.2M |
States served
VT, AL, AZ, CA, CO, DC, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD