PURTILL FINANCIAL LLC
Total AUM
$207.1M
Employees
5Clients
163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 ALPHA PARK
HIGHLAND HEIGHTS
OH 44143-2208
United States
HIGHLAND HEIGHTS
OH 44143-2208
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(440) 484-5340
Other Offices
4
Financials
Total AUM
$207.1M
Accounts
555Discretionary
$0
Accounts
0Non-Discretionary
$207.1M
Accounts
555
Clients
Individual Clients
86AUM
$43.3M
HNW Individual Clients
76AUM
$163.5M
Charitable Organization Clients
1AUM
$231.7K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLOHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.