The Putnam Advisory Company, LLC
The Putnam Advisory Company, LLC (CRD# 106631) is a financial advisory firm headquartered in Boston, MA. They manage $46,240,074,938 in 126 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management46,240MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$366,984,722
- 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
AZ, LA, MA, NE, NH, TX, WA
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.