Putman Capital Management, Inc.

Putman Capital Management, Inc. (CRD# 135995) is a financial advisory firm headquartered in Torrance, CA. They manage $10,915,689 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3528 Torrance Boulevard, Suite 219, Torrance, CA 90503
http://www.cputmancpa.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $279,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Putman Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Cherie Putman, financial advisor Torrance CA
Cherie D. Putman
CRD#: 4487122
3528 Torrance Boulevard, Suite 219, Torrance, CA 90503

Cherie Putman (CRD# 4487122) is an Investment Advisor Representative working at Putman Capital Management, Inc. in Torrance, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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