Purtill Financial LLC
Purtill Financial LLC (CRD# 133764) is a financial advisory firm headquartered in Highland Heights, OH. They manage $166,488,910 in 590 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management166MILLION
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Total Number of Accounts590ACCOUNTS
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Average Account Value$282,185
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH, TX
Thomas Geraci (CRD# 5496686) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 16 years of experience in the finance industry.
Carly Purtill (CRD# 6343491) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 9 years of experience in the finance industry.
Donald Purtill (CRD# 4897042) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 19 years of experience in the finance industry.
Michael Purtill (CRD# 5823688) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 13 years of experience in the finance industry.