Purevest - Investment Advisers

About Purevest

Purevest, LLC is an investment adviser headquartered in Staten Island, New York, and it is registered with the U.S. Securities and Exchange Commission. The firm reports $51.58 million in regulatory assets under management and has two employees. It is one of the investment advisers in New York that serve clients under a fiduciary standard. The firm provides financial planning and investment management, focusing on business owners who are building wealth outside their companies. Its advisers describe a process that begins with listening to each client, followed by a tailored plan meant to be simple enough to follow over time. Co-founder Jason Gitter and financial advisor Scott Hechler both work with clients, and Steven Gitter, CFP®, is also on the team. The advisers' careers in the industry began in 2003 and 2007, respectively. The firm presents its approach as independent and not based on standard industry templates. Purevest is listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$51.58M

Employees

2

SEC File Number

801-123242