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Home > Retirement Planners > massachusetts > boston > THE PUTNAM ADVISORY COMPANY, LLC
THE PUTNAM ADVISORY COMPANY, LLC
100 Federal St
Boston, Massachusetts 02110
Tel: 617-292-1000
About THE PUTNAM ADVISORY COMPANY, LLC
THE PUTNAM ADVISORY COMPANY, LLC, formally registered with the SEC as THE PUTNAM ADVISORY COMPANY, LLC. The firm was established in 10/07/1968. They have over 2 offices throughout the country.
THE PUTNAM ADVISORY COMPANY, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $41,473,864,610 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106631 |
| SEC# | 801-5097 |
| Assets Managed by Firm | $41,473,864,610 |
| No. of Clients | 135 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $41,473,864,610 |
| Pension and profit sharing plans | 12 | $2,456,512,914 |
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