Purcell Advisory Services, LLC
Financial Services
Tacoma, Washington, United States
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
Purcell Advisory Services, LLC Overview
- Headquarters
- Tacoma, Washington, United States
- Website
- purcelladvisory.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1998
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Purcell Advisory Services, LLC
At Purcell Advisory Services, we believe the cornerstone to wealth accumulation is capital preservation. As an active third party manager, we are a leader in providing dynamic investment strategies with absolute return objectives. With 12 years of risk management focus, our firm has become a preferred choice for investors searching for an alternative to buy and hold. Read on to discover the benefits of active management and how our investment strategies may help you reach your financial goals.
Purcell Advisory Services, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Purcell Advisory Services, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Teri Weigel | Retired at Purcell Advisory Services | Tacoma, Washington, United States |
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| Robert C. (Bob) Purcell | Founder and President @ Purcell | Detroit Metropolitan Area, United States |
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|
| Teri L. Weigel, Cfp(r) | Principal at Purcell Advisory Services | Tacoma, Washington, United States |
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Employees by Management Level
Executive
2 profiles
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 0 |