Announced
Completed
Synopsis
F.L.Putnam Investment Management Company, an SEC-registered investment adviser, completed the acquisition of AOG Wealth Management, a financial services firm, specialising in financial planning and investment management for high-net-worth individuals and institutions. Financial terms were not disclosed. "Our combination with AOG demonstrates our commitment to providing value-added services to our current clients while enhancing our team with talented advisors in new locations where our clients live and work. The addition of AOG expands our geographical presence and marks our 10th office. We are thrilled to welcome the AOG team to F.L.Putnam as we continue to empower our clients in achieving their financial goals," Tom Manning, F.L.Putnam CEO.
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