Anne B. Putnam
Investment adviser representative at Fenimore Asset Management, Inc.
20 yearsExperience
2 statesRegistered in
$5.4BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Fenimore Asset Management, Inc.Jul 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Fenimore Asset Management, Inc.
$5.4BAssets managed
682Clients
19Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4486527
- Firm CRD
- 110946