The Putnam Advisory Company, LLC
The Putnam Advisory Company, LLC (CRD# 106631) is a financial advisory firm headquartered in Boston, MA. They manage $37,769,539,444 in 126 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management37,770MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$299,758,250
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Joseph Cassaro (CRD# 4542718) is an Investment Advisor Representative working at The Putnam Advisory Company, LLC in Boston, MA and has 1 year of experience in the finance industry.