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Miles Graham Putnam

PROVIDENT INVESTMENT MANAGEMENT, INC.·NOVI, Michigan
Clean recordPROVIDENT INVESTMENT MANAGEMENT, INC.
39555 ORCHARD HILL PLACE, NOVI, MI 48375CRD# 5895626Firm CRD# 106976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miles Graham Putnam · NOVI, MI
Registration
CRD #5895626 · PROVIDENT INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Miles Graham Putnam is a registered financial advisor based in NOVI, Michigan, affiliated with PROVIDENT INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PROVIDENT INVESTMENT MANAGEMENT, INC.
PROVIDENT INVESTMENT MANAGEMENT, INC.
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PROVIDENT INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5895626
Firm CRD# 106976
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Miles Graham Putnam offer?
Miles Graham Putnam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NOVI, Michigan for a consultation.
What are Miles Graham Putnam's credentials?
Miles Graham Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miles Graham Putnam located?
Miles Graham Putnam is based in NOVI, Michigan, working with PROVIDENT INVESTMENT MANAGEMENT, INC.. Their office serves clients in the NOVI metropolitan area and surrounding communities.
How does Miles Graham Putnam charge for services?
Miles Graham Putnam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT INVESTMENT MANAGEMENT, INC.?
PROVIDENT INVESTMENT MANAGEMENT, INC. has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Matthew Skubik
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Daniel J Boyle
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Scott Davin Horsburgh
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