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).

Current Firm Details
22 Alpha Park, Highland Heights, OH 44143
http://www.purtillfinancial.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    590
    ACCOUNTS
  • Average Account Value
    $282,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Purtill Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Geraci, financial advisor Highland Heights OH
Thomas P. Geraci
CRD#: 5496686
22 Alpha Park, Highland Heights, OH 44143

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.

2
Carly Purtill, financial advisor Highland Heights OH
Carly A. Purtill
CRD#: 6343491
22 Alpha Park, Highland Heights, OH 44143

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.

3
Donald Purtill, financial advisor Highland Heights OH
Donald L. Purtill
CRD#: 4897042
22 Alpha Park, Highland Heights, OH 44143

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.

4
Michael Purtill, financial advisor Highland Heights OH
Michael D. Purtill
CRD#: 5823688
22 Alpha Park, Highland Heights, OH 44143

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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