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| Purtill Financial LLC
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|---|---|
| CRD # | 133764 |
| SEC # | 801-111854 |
| CIK # | |
| AUM | $190.4 M (2025-07-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 440-484-5340 |
| Address | 22 Alpha Park Highland Heights, OH 44143-2208 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 40.5 |
| (b) Individuals (high net worth individuals) | 76 | 149.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 190.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 578 | 190.4 |
| Total | 578 | 190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 189.8 | |
| Total | 578 | 190.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Osprey Capital Management Corp
✚
|
0.2 | |
|
Lander & Associates Inc
✚
|
0.2 | |
|
Vahanian & Associates Financial Planning Inc
✚
|
NY | 0.2 |
|
Warnke/Nichols Ltd
✚
|
WI | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Fulcrum Equity Management LLC
✚
|
TX | 0.2 |
|
Zimmermann Alan L
✚
|
0.2 | |
|
X Advisors LLC
✚
|
CA | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
Financial Concepts Unlimited Inc
✚
|
0.2 |