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 an SEC-registered institutional RIA that acts as a capital allocator for both individual & family clients and institutional accounts. The firm delivers portfolio management across a range of client types — individuals, small businesses, investment companies, larger businesses or institutions — and offers financial planning, pension consulting and selection-of-other-advisers services. Its fee model includes percentage-of-AUM charges alongside fixed and other fee arrangements. F L Putnam is not an active ESG investor according to available disclosures. The firm has appeared on industry lists such as Financial Times’ Top 300 RIAs (2020), Barron’s Top 100 RIA Firms (2023–2025), and Forbes/FA Magazine RIA rankings (2020, 2022–2024).