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THE PUTNAM ADVISORY COMPANY, LLC
CRD 106631 · SEC 801-5097
100 FEDERAL ST, BOSTON, MA, 02110, United States
Phone
617-292-1000
Fax
617-292-1625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.19B
Discretionary AUM
$33.19B
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-12-24
Disciplinary history
Yes
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $201.7M |
| Investment companies | 6 | $2.50B |
| Pooled investment vehicles | 72 | $24.03B |
| Pension/profit sharing plans | 8 | $5.57B |
States served
AZ, LA, MA, NE, WA, TX, NH
All web addresses on file
- Https://www.linkedin.com/company/franklin-templeton
- Https://www.franklintempleton.com
- Https://www.facebook.com/franklintempleton/
- Https://www.instagram.com/franklintempleton
- https://x.com/fti_us
- Https://www.tiktok.com@franklintempleton
- https://www.franklinindices.com/
- https://www.franklinresources.com/
- https://www.franklintempletonglobal.com/
- https://www.franklintempletonme.com/
- https://www.franklintempletonoffshore.com/
- https://www.ftinstitutional.com/
- https://www.ftinstitutionalapac.com/
- https://www.ftinstitutionalemea.com/
- https://www.facebook.com/putnaminvestments/
- https://www.instagram.com/putnaminvestments/
- https://www.putnamwealthmanagement.com/
- https://www.putnam.com
- https://www.linkedin.com/company/putnam-investments/
- https://x.com/putnamtoday
Official SEC filing: View on IAPD