PURTILL FINANCIAL LLC
CRD #133764 SEC #801-111854 HIGHLAND HEIGHTS, OH (440) 484-5340
SEC Registered
Total AUM
$190.4M
Discretionary
$0
Employees
4
Clients
101
Accounts
578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $190.4M | $0 | $190.4M | 4 | 0 |
| Jul 2025 | $190.4M | $0 | $190.4M | 4 | 0 |
| Jan 2025 | $190.4M | $0 | $190.4M | 4 | 0 |
| Jan 2024 | $166.5M | $0 | $166.5M | 4 | 0 |
| Jan 2023 | $157.4M | $0 | $157.4M | 4 | 0 |
| Jan 2022 | $182.5M | $0 | $182.5M | 4 | 0 |
| Mar 2021 | $158.1M | $0 | $158.1M | 4 | 0 |
| May 2020 | $97.7M | $0 | $97.7M | 4 | 0 |
| Mar 2020 | $97.7M | $0 | $97.7M | 4 | 0 |
| Mar 2019 | $110.5M | $0 | $110.5M | 4 | 0 |
| Mar 2018 | $102.4M | $0 | $102.4M | 4 | 1 |
| Sep 2017 | $111.2M | $0 | $111.2M | 4 | 100 |
DateSep 2025
Total AUM$190.4M
Discretionary$0
Non-Disc.$190.4M
Employees4
Clients0
DateJul 2025
Total AUM$190.4M
Discretionary$0
Non-Disc.$190.4M
Employees4
Clients0
DateJan 2025
Total AUM$190.4M
Discretionary$0
Non-Disc.$190.4M
Employees4
Clients0
DateJan 2024
Total AUM$166.5M
Discretionary$0
Non-Disc.$166.5M
Employees4
Clients0
DateJan 2023
Total AUM$157.4M
Discretionary$0
Non-Disc.$157.4M
Employees4
Clients0
DateJan 2022
Total AUM$182.5M
Discretionary$0
Non-Disc.$182.5M
Employees4
Clients0
DateMar 2021
Total AUM$158.1M
Discretionary$0
Non-Disc.$158.1M
Employees4
Clients0
DateMay 2020
Total AUM$97.7M
Discretionary$0
Non-Disc.$97.7M
Employees4
Clients0
DateMar 2020
Total AUM$97.7M
Discretionary$0
Non-Disc.$97.7M
Employees4
Clients0
DateMar 2019
Total AUM$110.5M
Discretionary$0
Non-Disc.$110.5M
Employees4
Clients0
DateMar 2018
Total AUM$102.4M
Discretionary$0
Non-Disc.$102.4M
Employees4
Clients1
DateSep 2017
Total AUM$111.2M
Discretionary$0
Non-Disc.$111.2M
Employees4
Clients100