F L Putnam Investment Management Co

RIASEC Registered

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, Hourly Charges, 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 an institutional registered investment adviser that has been SEC-registered since 1984. Structured as a corporation and identified as a capital allocator, the firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Its advisory scope spans financial planning, discretionary portfolio management for individuals, small businesses and investment companies, pension consulting and the selection of third‑party advisers. The firm notes an affiliation with a trust company and does not identify as an active ESG investor. Putnam has appeared on multiple industry ranking lists over the past several years, including placements by Financial Times (2020), FA Magazine (2020), Forbes (2022, 2023, 2024) and Barron’s (Top 100 in 2023, 2024 and 2025), reflecting persistent visibility among registered RIAs.