F L Putnam Investment Management Co

RIASEC RegisteredEst. 1984

Total AUM

$9.7B

Discretionary

$9.6B

99% of AUM

Avg account

$1.2M

Accounts

7,901

Employees

160

Advisory reps

Firm details

Headquarters: Lynnfield, Massachusetts
CRD number: 106223
Registered since: July 30, 1984
Website: flputnam.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI72.46%
Charitable Organizations18.01%
Individuals5.38%
Pension & Profit Sharing Plans1.78%
Corporations / Businesses1.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

F L Putnam Investment Management Co is an SEC-registered institutional RIA (registered in 1984) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses, investment companies, and institutions, pension consulting, and selection of other advisers. Fee arrangements include asset-based percentage fees, fixed fees and other fee structures. The firm is not identified as an active ESG investor and lists a trust company among its industry affiliations. F L Putnam has appeared on several industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIAs (2020), Forbes’ lists (2022, 2023, 2024), and Barron’s Top 100 RIAs (2023–2025).