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 independent, SEC-registered investment adviser that has been operating since the 1980s. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses a mix of fee structures (percentage of AUM, fixed fees and others). Its advisory services include financial planning, portfolio management for individuals, businesses and investment companies, pension consulting and the selection of outside advisers. The firm is not positioned as an ESG-focused manager. The firm has appeared repeatedly on industry ranking lists, including placements by Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (Top RIA Firms, 2022 and 2023), and Barron’s (Top 100 RIA Firms, 2023–2025).