Miles
Putnam

Provident Investment Management, Inc

CRD#5895626
Investment Advisor
in Novi, MI

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About this Advisor

Miles Putnam is a financial advisor operating in Novi, Michigan, with a total of 12 years of relevant experience. Putnam is on the advisory team at Provident Investment Management, Inc. They have been employed by Provident Investment Management, Inc for their entire career. Putnam has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Michigan. Provident Investment Management, Inc is a registered investment business that has its headquarters in Novi, MI. It handles $950 million in assets across its 359 accounts, placing it among the bigger firms in the United States by assets under management. Of its 359 accounts, 61% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Provident Investment Management, Inc offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Provident Investment Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

39555 Orchard Hill Place Suite 139 Novi
Novi, MI 48375

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Provident Investment Management, Inc Brokerage Details

Total Assets Under Management

$950,165,583

MI Average: $943,424,332
Total Number of Employees

10

MI Average: 21
Total Number of Accounts

359

MI Average: 1,586
Average Account Size

$2,646,701

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Miles Putnam Work History

Miles has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Seger-Elvekrog

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Miles Putnam 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 Provident Investment Management, Inc

Miles Putnam
Novi, MI
Daniel Boyle
Novi, MI
Scott Horsburgh
Novi, MI
Maurice Elvekrog
Novi, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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