F.L.Putnam acquires AOG Wealth Management
03/04/25, 3:28 PM
Location
lynnfieldrestonIndustry
consulting
financial services
angel investment
finance
F.L.Putnam Investment Management Company has announced its acquisition of AOG Wealth Management, expanding its geographical presence and marking its 10th office. This acquisition is F.L.Putnam's fifth in the past year. The addition of AOG enhances F.L.Putnam's team and services for clients. Financial terms of the transaction, which closed on February 28, 2025, were not disclosed.
Company Info
Location
Lynnfield, Massachusetts, United States
Company info
F.L.Putnam is an independent registered investment advisor that serves individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years.