RIA Intel›Advisers›Massachusetts›THE PUTNAM ADVISORY COMPANY, LLC

THE PUTNAM ADVISORY COMPANY, LLC

Advisory

N·BOSTON, MA

Data as of Dec 23, 2024 · Source: SEC Form ADV

Total AUM
$33.2B
1-Year AUM Growth
-35.0%
3-Year CAGR
-19.8%
Employees
7
Assets Under Management
Total AUM$33.2B
Discretionary AUM$33.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees7
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record87
First FilingJan 31, 2001
Latest FilingDec 23, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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