Also known as purkiss
Purkiss Capital Advisors is a wealth management firm based in Ridgefield, Connecticut, founded in 2003 and listing about $842 million in assets under management. It describes itself as a team of fee-only, independent financial professionals. The firm acts as a fiduciary to its clients, does not sell products and does not work on commission. It states that its disciplined investment process is adaptable to changing market dynamics and draws on experience across different economic and market conditions. Its approach combines quantitative analysis with judgment intended to avoid herd behavior, with the aim of supporting clients' changing life goals.
Public regulatory records matched to Purkiss Capital Advisors from SEC and IRS filings.
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Purkiss Capital Advisors is a wealth manager based in Ridgefield, United States, managing approximately $842M in assets.
Purkiss Capital Advisors is headquartered in Ridgefield, United States.
Purkiss Capital Advisors manages approximately $842M in assets under management.
Purkiss Capital Advisors was founded in 2003.
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