Wenjun
Yang

F L Putnam Investment Management Co

CRD#4895817
Investment Advisor
in Prospect, KY

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About this Advisor

Wenjun Yang is a financial advisor based in Prospect, Kentucky, working with F L Putnam Investment Management Co. Wenjun has previously held positions at Banyan Partners, LLC, Boston Private Bank, F.L. Putnam Investment Management Company, and River Road Asset Management LLC. Wenjun is registered to provide services in Kentucky. Currently, Wenjun is part of F L Putnam Investment Management Co, which operates out of Prospect, Kentucky. The firm has 10 offices and 105 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at F L Putnam Investment Management Co includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Prospect, KY

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F L Putnam Investment Management Co Brokerage Details

Total Assets Under Management

$6,168,006,683

KY Average: $16,012,751,954
Total Number of Employees

105

KY Average: 118
Total Number of Accounts

5,203

KY Average: 4,567
Average Account Size

$1,185,471

KY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Wenjun Yang Work History

2024 - Present (0 year)

F.L. Putnam Investment Management Company

2016 - Present (8 years)

River Road Asset Management LLC

2014 - 2016 (2 years)

Boston Private Bank

2013 - 2014 (1 year)

Banyan Partners, LLC

Disclosures

Please visit the SEC profile of Wenjun Yang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at F L Putnam Investment Management Co

Glen Martin
Providence, RI
Michael Desclos
Lynnfield, MA
Benjamin O'Connor
Scarborough, ME
Corey Pomerleau
Lynnfield, MA
Ann Marie Foran
Wellesley Hills, MA
Yvan Bodart
Lynnfield, MA
Reed Manning
Lynnfield, MA
Todd Mills
Wellesley Hills, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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