Purtill Financial LLC

RIASEC RegisteredEst. 2017

Total AUM

$207M

Discretionary

$0

0% of AUM

Avg account

$373K

Accounts

555

Employees

5

Advisory reps

4

Firm details

Headquarters: Highland Heights, Ohio
CRD number: 133764
Registered since: October 13, 2017
Website: www.purtillfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI78.98%
Individuals20.91%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Purtill Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2017. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model blends a percentage-of-AUM billing with hourly charges, and its advisory work is primarily non-discretionary. Purtill Financial does not identify as an active ESG investor and does not act as a capital allocator. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds96%
Exchange Traded Equities3%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Donald Purtill
President, CEOCRD 4897042

Contacts

3 of 3

Michael Purtill
Investment AdviserCRD 5823688
Thomas Geraci
Investment AdviserCRD 5496686
Carly Purtill
Controller and Investment AdvisorCRD 6343491

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Highland Heights, OH

Cuyahoga

Location

Highland Heights, OH

Headquartered in Highland Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area: Cleveland-Akron-Canton, OH
Region: Midwest
County: Cuyahoga
Address: 22 Alpha Park
Time zone: ET (UTC-5)
Office locations

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