Purvis Investments, Inc.
RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$64.1K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 124996
- Custodians
- GUGGENHEIM INVESTOR SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Purvis Investments, Inc. is a small, privately owned advisory corporation that focuses on serving individual and family clients. The firm charges clients either a percentage of assets under management or fixed fees and provides portfolio management for individuals and small businesses. Its stated services include market timing strategies rather than a pure buy-and-hold allocation approach. Purvis is not registered as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1Eulon Purvis
PresidentCRD 2187545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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