The Putnam Advisory Company, LLC
The Putnam Advisory Company, LLC (CRD# 106631) is a financial advisory firm headquartered in Boston, MA. They manage $63,843,749,404 in 121 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management63,844MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$527,634,293
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, LA, MA, NE, NH, TX, WA
Financial Advisors at The Putnam Advisory Company, LLC
No Advisor Found.
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