F L Putnam Investment Management Co.
Lynnfield, MA·SEC-registered · CRD #106223
F L Putnam Investment Management Co. is an SEC-registered investment advisory firm in Lynnfield, MA managing $9.7B across 8.0k client accounts, with 90 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.7B
Client accounts
8.0k
Advisory staff
90
Fee model
Fee-based
How F L Putnam Investment Management Co. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about F L Putnam Investment Management Co.
How much does F L Putnam Investment Management Co. manage?
Per its most recent SEC Form ADV filing (05/26/2026), F L Putnam Investment Management Co. reports $9.7B in regulatory assets under management across roughly 8.0k client accounts.
How does F L Putnam Investment Management Co. charge?
F L Putnam Investment Management Co. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is F L Putnam Investment Management Co. a fiduciary?
Yes. F L Putnam Investment Management Co. is registered with the U.S. Securities and Exchange Commission (CRD #106223), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is F L Putnam Investment Management Co. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks F L Putnam Investment Management Co. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lynnfield, MA
Profile compiled from F L Putnam Investment Management Co.'s public SEC Form ADV filing (CRD #106223, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of F L Putnam Investment Management Co.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with F L Putnam Investment Management Co.? Claim this profile.