On March 4, 2025, F.L. Putnam Investment Management Company announced its acquisition of AOG Wealth Management.
F.L. Putnam Investment Management Company (“FLP”) announced on March 4, 2025, that it acquired AOG Wealth Management (“AOG”). As part of the transaction, which closed on February 28, 2025, AOG’s 9-person team, including its three CFP professionals, has joined FLP. Further terms of the transaction were not disclosed.
FLP, based in Lynnfield, Massachusetts, is an independent registered investment advisor that provides investment management, financial planning, and consulting services. As of March 2025, FLP had approximately $7.69 billion in assets under management.
AOG, based in Reston, Virginia, is a registered investment advisor providing customized investment solutions to high-net-worth individuals, companies, pension plans, trusts, and donor-advised funds. AOG has approximately $330 million in assets under management.
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