F L Putnam Investment Management Co

RIASEC Registered
Total AUM
$9.7B
Discretionary
$9.6B
99% of AUM
Avg account
$1.2M
Accounts
7,901
Employees
160
Advisory reps
89

Firm details

Headquarters
Lynnfield, Massachusetts
CRD number
106223
Registered since
July 30, 1984
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Hourly Charges, 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 institutional registered investment adviser that has been SEC-registered since 1984. Structured as a corporation and identified as a capital allocator, the firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Its advisory scope spans financial planning, discretionary portfolio management for individuals, small businesses and investment companies, pension consulting and the selection of third‑party advisers. The firm notes an affiliation with a trust company and does not identify as an active ESG investor. Putnam has appeared on multiple industry ranking lists over the past several years, including placements by Financial Times (2020), FA Magazine (2020), Forbes (2022, 2023, 2024) and Barron’s (Top 100 in 2023, 2024 and 2025), reflecting persistent visibility among registered RIAs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 37%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 5%, State & Local Bonds 4%, US Government Bonds 3%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds37%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds4%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 249

Active vs passive

$3.4B in ETFs

Passive

97%

$3.2B

Active

3%

$117M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$922M1,231,49227.47%

Location

Primary office

Lynnfield, MA

Essex

Location

Lynnfield, MA

Headquartered in Lynnfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
6 Kimball Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth