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PUTMAN CAPITAL MANAGEMENT, INC.
CRD 135995
3528 TORRANCE BOULEVARD, SUITE 219, TORRANCE, CA, 90503, United States
Phone
310-792-9999
Fax
888-520-5650
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$2.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.1M |
| High net worth individuals | 6 | $9.5M |
| Charitable organizations | 1 | $45K |
| Corporations/business entities | 1 | $282K |
All web addresses on file
- https://www.instagram.com/putmanfinancialgroup?igsh=ZDE1MWVjZGVmZQ==
- https://www.linkedin.com/company/putmanfinancialgroup.com
- https://www.womenswellnessandwealth.com
- https://www.facebook.com/cherieputman
- HTTP://WWW.CPUTMANCPA.COM
- https://www.linkedin.com/in/cherieputmancpacfp/
- https://www.facebook.com/putmanfinancialgroup
- https://www.instagram.com/cp_cpa?igsh=ZDE1MWVjZGVmZQ==
- http://www.putmanfinancialgroup.com
- HTTP://WWW.PUTMANCAPITAL.COM
- https://www.facebook.com/womenswellnessandwealth
Official SEC filing: View on IAPD