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Purtill Financial Llc
Highland Heights, Ohio
5.0
1 Review
Purtill Financial LLC is a reputable investment advisory firm based out of Highland Heights, Ohio, dedicated to providing personalized financial solutions to its clients. With over 110 individual clients and a remarkable $157,363,000 in assets under management, Purtill Financial LLC has established itself as a trusted partner in wealth management.
Operating from two offices, this small yet dynamic firm offers a range of services tailored to the needs of its diverse clientele. While their expertise extends to managing 401K and individual accounts, they also possess the capability to handle employer funds, although the majority of ...see more
Assets Under Mgmt
$157.36M
Investment Professionals
4
Locations
1
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Purtill Financial Llc
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