F L Putnam Investment Management Co

RIASEC RegisteredEst. 1984

Total AUM

$9.7B

Discretionary

$9.6B

99% of AUM

Avg account

$1.2M

Accounts

7,901

Employees

160

Advisory reps

Firm details

Headquarters: Lynnfield, Massachusetts
CRD number: 106223
Registered since: July 30, 1984
Website: flputnam.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI72.46%
Charitable Organizations18.01%
Individuals5.38%
Pension & Profit Sharing Plans1.78%
Corporations / Businesses1.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

F L Putnam Investment Management Co. is a corporation that has been registered with the SEC since 1984 and acts as a capital allocator for both private and institutional clients. The firm manages portfolios and provides financial planning across a mix of individuals, families and institutional accounts. Its advisory services explicitly cover portfolio management for individuals, small businesses, investment companies and institutions, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-assets, fixed fees and other structures. The firm is not described as an active ESG investor. Public rankings have recognized the firm in several years and publications, including Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (Top RIA Firms, 2022 and America's Top RIA Firms, 2023 and 2024), and Barron's (Top 100 RIA Firms, 2023–2025).