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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha focus
- Established Date
- 12-01-2004
- Office Locations
- 1
Office Locations
About Purtill Financial LLC
Purtill Financial LLC is a fee-only, fiduciary RIA providing ongoing portfolio management and integrated financial planning for individuals and retirees, including tax planning, rebalancing, employer-plan guidance, RMD monitoring, and tax-loss harvesting recommendations. Portfolios use globally diversified allocations across 19 asset classes with low-cost funds and monthly performance reporting versus industry averages; custody includes Charles Schwab.
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Owner & Executives
THOMAS P. GERACI
Broker, INVESTMENT ADVISOR
- CRD
- #5496686
- Ownership
- 25% but less than 50%
CARLY ANN PURTILL
CONTROLLER, INVESTMENT ADVISOR, President
- CRD
- #6343491
- Ownership
- 25% but less than 50%
Insight signal
Harbor legacy vector
- CRD
- #98236
- Ownership
- 3.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $207,051,882 | $373,066 |
| Total | $207,051,882 | $373,066 |
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Separately Managed Accounts
Total SMA Asset: $207,051,882
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,246,137,660 | 23.8% |
| Equity - Exchange | $1,759,253,167 | 33.6% |
| Cash | $2,230,481,693 | 42.6% |
| Total | $5,235,872,520 | 100.0% |