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PUTNAM INVESTMENT MANAGEMENT, LLC
100 Federal St
Boston, Massachusetts 02110
Tel: 617-292-1000
About PUTNAM INVESTMENT MANAGEMENT, LLC
PUTNAM INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as PUTNAM INVESTMENT MANAGEMENT, LLC. The firm was established in 11/19/1971. They have over 1 offices throughout the country.
PUTNAM INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $85,208,444,537 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 197 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106629 |
| SEC# | 801-7974 |
| Assets Managed by Firm | $85,208,444,537 |
| No. of Clients | 559 |
| No. of Advisors | 197 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 559 | $85,208,444,537 |
| Individuals (other than high net worth individuals) | 387 | $136,331,461 |
| High net worth individuals | Fewer than 5 clients | $9,209,636 |
| Pension and profit sharing plans | 11 | $1,068,209 |
| Charitable organizations | 10 | $32,630,063 |
| Corporations or other businesses | 22 | $104,181,574 |
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