F L PUTNAM INVESTMENT MANAGEMENT CO.

6 Kimball Lane
Lynnfield, Massachusetts 01940
Tel: 800-344-3435

About F L PUTNAM INVESTMENT MANAGEMENT CO.

F L PUTNAM INVESTMENT MANAGEMENT CO, formally registered with the SEC as F L PUTNAM INVESTMENT MANAGEMENT CO. The firm was established in 07/30/1984. They have over 15 offices throughout the country.

F L PUTNAM INVESTMENT MANAGEMENT CO. is a Lynnfield, Massachusetts based Financial Planning firm with nearly $6,168,006,683 assets under management, offering retirement planning & investment advisory services to 5203 clients. The firm is staffed with 105 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106223
SEC#	801-21951
Assets Managed by Firm	$6,168,006,683
No. of Clients	5203
No. of Advisors	105

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (PORTFOLIO MONITORING AND CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	5203	$6,168,006,683
Individuals (other than high net worth individuals)	818	$347,959,209
High net worth individuals	1056	$4,314,506,365
Pension and profit sharing plans	Fewer than 5 clients	$5,469,803
Charitable organizations	171	$1,432,998,434
Corporations or other businesses	13	$67,072,872

More Retirement Planning firms in Lynnfield, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Lynnfield, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.