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Thomas Oliver Putnam

FENIMORE ASSET MANAGEMENT, INC.·ALBANY, New York
Unclaimed Profile
142 WOLF ROAD, ALBANY, NY 12205CRD# 2347052Firm CRD# 110946
01

About

Thomas Oliver Putnam is a registered financial advisor based in ALBANY, New York, affiliated with FENIMORE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FENIMORE ASSET MANAGEMENT, INC.
FENIMORE ASSET MANAGEMENT, INC.
AUM
$4.2B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at FENIMORE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2347052
Firm CRD# 110946
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Oliver Putnam offer?
Thomas Oliver Putnam specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.
What are Thomas Oliver Putnam's credentials?
Thomas Oliver Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Oliver Putnam located?
Thomas Oliver Putnam is based in ALBANY, New York, working with FENIMORE ASSET MANAGEMENT, INC.. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Thomas Oliver Putnam charge for services?
Thomas Oliver 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 FENIMORE ASSET MANAGEMENT, INC.?
FENIMORE ASSET MANAGEMENT, INC. has approximately 38 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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