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PURTILL FINANCIAL LLC
CRD 133764 · SEC 801-111854
22 ALPHA PARK, HIGHLAND HEIGHTS, OH, 44143-2208, United States
Phone
(440) 484-5340
Fax
(440) 484-5398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.1M
Discretionary AUM
$0
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $43.3M |
| High net worth individuals | 76 | $163.5M |
| Charitable organizations | 1 | $232K |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD