PURTILL FINANCIAL LLC

HIGHLAND HEIGHTS, Ohio·4 registered advisors·CRD# 133764
SEC# 801-1118541440-484-5340
01

Firm Overview

AUM
$166M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Other: SPECIAL PROJECTS FOR HOURLY FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PURTILL FINANCIAL LLC

4 registered advisors
Carly Ann Purtill
HIGHLAND HEIGHTS, Ohio
Donald Lee Purtill
HIGHLAND HEIGHTS, Ohio
Michael Donald Purtill
HIGHLAND HEIGHTS, Ohio
Thomas P Geraci
HIGHLAND HEIGHTS, Ohio
05

Office Locations

HIGHLAND HEIGHTS, Ohio
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PURTILL FINANCIAL LLC (CRD# 133764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.