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
Putman Capital Management, Inc.
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts39ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Putman Capital Management, Inc.
1
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.
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