Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > highland heights > PURTILL FINANCIAL LLC
PURTILL FINANCIAL LLC
22 Alpha Park
Highland Heights, Ohio 44143-2208
Tel: 440-484-5340
About PURTILL FINANCIAL LLC
PURTILL FINANCIAL LLC, formally registered with the SEC as PURTILL FINANCIAL LLC. The firm was established in 10/13/2017. They have over 2 offices throughout the country.
PURTILL FINANCIAL LLC is a Highland Heights, Ohio based Financial Planning firm with nearly $190,412,356 assets under management, offering retirement planning & investment advisory services to 578 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133764 |
| SEC# | 801-111854 |
| Assets Managed by Firm | $190,412,356 |
| No. of Clients | 578 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SPECIAL PROJECTS FOR HOURLY FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 578 | $190,412,356 |
| Individuals (other than high net worth individuals) | 94 | $40,524,791 |
| High net worth individuals | 76 | $149,682,402 |
| Charitable organizations | 1 | $205,163 |
More Retirement Planning firms in Highland Heights, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Highland Heights, Ohio