F.L.Putnam Acquisitions

F.L.Putnam has acquired 9 companies and its latest acquisition was AOG Wealth Management on Feb 2025

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
AOG Wealth Management

Feb 2025

Source »
undisclosed
AOG is engaged in providing due diligence, wealth and investment management services.

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Ascension Asset Management LLC

Jun 2024

Source »
undisclosed
-
Arbor Capital Management

Jun 2024

Source »
undisclosed
Arbor Capital Management is a New York-based investment management firm that provides services such as financial planning and wealth advisory for individuals and businesses.
Four Ponds Financial Planning, LLC

Jun 2024

Source »
undisclosed
Four Ponds is a Massachusetts-based investment management firm that provides services such as financial planning and wealth advisory for individuals and businesses.
Darwin Trust Company

Apr 2024

Source »
undisclosed
Darwin is a Massachusetts-based investment management company that provides services such as legacy, estate planning, and retirement planning for businesses.

Frequently Asked Questions about F.L.Putnam

  1. What companies did F.L.Putnam acquire?

    Companies acquired by F.L.Putnam include AOG, and Arbor Capital Management
  2. How many acquisitions does F.L.Putnam have?

    F.L.Putnam has acquired 9 companies including AOG, and Arbor Capital Management.
  1. How many acquisitions did F.L.Putnam make in 2025?

    In 2025 F.L.Putnam acquired 1 companies including AOG.