1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PURKISS CAPITAL ADVISORS, LLC

Map pin
Phone(203) 431-5862
NotebookSEC #801-64777
Total AUM
$842.2M
Employees
8
Clients
409

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(203) 431-5862
Other Offices
3

ReceiptFinancials

Total AUM
$842.2M
Accounts
1,246
Discretionary
$842.2M
Accounts
1,246
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
252
AUM
$129.6M
HNW Individual Clients
157
AUM
$712.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMDMENCNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account