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Putnam Investment Management, LLC

Headquartered in BOSTON, MA

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Firm Information

Putnam Investment Management, LLC is a Boston, MA-based investment firm with over $85 billion in regulatory assets under management. They offer a variety of portfolio management services for individuals, investment companies, and pooled investment vehicles. The firm also has a wrap fee program and serves a wide range of client types, including corporations, individuals, state and municipal governments, charitable organizations, and investment companies.

Putnam Investment Management, LLC

100 FEDERAL ST

BOSTON, MA 02110

$85.21B

Assets Under Management

24

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

PUTNAM INVESTMENT MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

BOSTON, MA

location

Boston, MA

location

St. Petersburg, FL

Advisors at Putnam Investment Management, LLC

View All 80 Advisors
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Alexandra Grace Dragonas

RA

BOSTON, MA

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Erin Mary Perkins

RA

BOSTON, MA

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Catherine Mezes Arnold

RA

BOSTON, MA

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Devin Michael Russell

RA

BOSTON, MA

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Richard Carl Offenberg

RA

BOSTON, MA

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Payton Matthew Klumpp

RA

BOSTON, MA

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Vito Joseph Visconti

RA

BOSTON, MA

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David Charles Fischer

RA

BOSTON, MA

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Disclosures

There are no public disclosures for Putnam Investment Management, LLC.

Frequently Asked Questions (7)

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