What departments does Purtill Financial LLC have?

Purtill Financial LLC has employees across 2 departments including Finance, Administrative.

What is the largest department at Purtill Financial LLC?

The largest department at Purtill Financial LLC is Finance with 3 employees.

Where are Purtill Financial LLC employees located globally?

Purtill Financial LLC has employees across 1 continents and 1 countries including United States Of America.

How has Purtill Financial LLC's team size changed over time?

Purtill Financial LLC's team has grown from approximately 5 to 6 employees based on available data.

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Purtill Financial LLC Employee Directory

Investment ManagementOhio, United States2-10 Employees

Purtill Financial LLC operates in the investment management industry and is based in Highland Heights, Ohio. The firm is described as a small team, focusing on delivering investment management services within its region. Its public-facing disclosures note that social media profiles are informational in nature and not an offer to sell or a solicitation to buy securities. The company emphasizes that content should not be used in isolation for investment, tax, or legal decisions.

The disclosures also point out that third party posts may not reflect the views or opinions of Purtill Financial or its affiliates and that such posts have not been reviewed for completeness or accuracy. They reserve the right to process, retain, and monitor electronic communications, to the extent permitted by applicable law, including personally identifiable information.

Purtill Financial LLC Global Highlights

North America
6

United States Of America
6

Purtill Financial LLC's Leadership

D. P.
President
Mobile Phone
Email
C. P.
Controller And Investment Advisor
Mobile Phone
Email
J. M.
Office Manager
Mobile Phone
Email
T. G.
Investment Advisor Representative
Mobile Phone
Email
M. P.
Certified Financial Planner™ Professional - Cfp®
Mobile Phone
Email

Purtill Financial LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Purtill Financial LLC

Name

Title

Contact Info

Location

Last Update

D. P.
President
Mobile Phone
Email
United StatesOhio
Jun 04, 2025
C. P.
Controller And Investment Advisor
Mobile Phone
Email
United StatesOhio
Apr 20, 2025
J. M.
Office Manager
Mobile Phone
Email
United StatesOhio
May 29, 2025
T. G.
Investment Advisor Representative
Mobile Phone
Email
United StatesOhio
May 28, 2025
M. P.
Certified Financial Planner™ Professional - Cfp®
Mobile Phone
Email
United StatesOhio
Oct 22, 2024

Frequently Asked Questions

What is Purtill Financial LLC known for?

Purtill Financial LLC was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-440-449-****

. Explore Purtill Financial LLC's company overview page for more information.

What is Purtill Financial LLC's most common email format?

Purtill Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Purtill Financial LLC email formats with LeadIQ.

How many employees does Purtill Financial LLC have currently?

Purtill Financial LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Purtill Financial LLC's key employees and leadership?

As of August 2026, Purtill Financial LLC's key employees include:

President: D. P.
Controller And Investment Advisor: C. P.
Office Manager: J. M.
Investment Advisor Representative: T. G.
Certified Financial Planner™ Professional - Cfp®: M. P.

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Purtill Financial LLC Employee Directory

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