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Building 2PURTILL FINANCIAL LLC

Map pinHIGHLAND HEIGHTS, OH
Phone(440) 484-5340
NotebookSEC #801-111854
Total AUM
$207.1M
Employees
5
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 ALPHA PARK
HIGHLAND HEIGHTS
OH 44143-2208
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(440) 484-5340
Other Offices
4

ReceiptFinancials

Total AUM
$207.1M
Accounts
555
Discretionary
$0
Accounts
0
Non-Discretionary
$207.1M
Accounts
555

ContactClients

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Individual Clients
86
AUM
$43.3M
HNW Individual Clients
76
AUM
$163.5M
Charitable Organization Clients
1
AUM
$231.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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