This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember vertexLegacy prime +more
- Established Date
- 09-26-2005
- Office Locations
- 1
Office Locations
About Putman Capital Management, Inc.
Putman Financial Group combines Putman Accountancy Corporation and Putman Capital Management to deliver an integrated “family office” offering across accounting and reporting, tax, business advisory, financial planning, and wealth/investment management. Led by Cherie Putman (CPA, CFP; Series 7/66), the firm serves individuals and business owners/entrepreneurs, implementing portfolios that include public funds and ETFs, with custody at Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Services
Technology
Owner & Executives
CHERIE D PUTMAN
Chief Compliance Officer, President
- CRD
- #4487122
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,491,940 | -- |
| Non-Discretionary | $13,393,864 | -- |
| Total | $15,885,804 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,885,804
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,612,764,903 | 31.7% |
| Equity - Exchange | $620,685,546 | 12.2% |
| Cash | $2,854,135,997 | 56.1% |
| Total | $5,087,586,446 | 100.0% |