PURTILL FINANCIAL LLC of HIGHLAND HEIGHTS, OH is an SEC-registered investment adviser (CRD 133764). Regulatory assets under management: $207.1M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Donald Lee Purtill | PRESIDENT & CEO; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Thomas P Geraci | INVESTMENT ADVISOR & CCO | — |
| Michael Donald Purtill | INVESTMENT ADVISOR | — |
| Carly Ann Purtill | CONTROLLER AND INVESTMENT ADVISOR | — |
| PURTILL DONALD LEE | PRESIDENT, CCO; PRESIDENT & CEO | — |
| GERACI THOMAS P | INVESTMENT ADVISOR; INVESTMENT ADVISOR & CCO | — |
| PURTILL MICHAEL DONALD | INVESTMENT ADVISOR | — |
| PURTILL CARLY ANN | CONTROLLER AND INVESTMENT ADVISOR | — |
| Thomas P. Geraci | INVESTMENT ADVISOR & CHIEF COMPLIANCE OFFICER | — |