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PURPOSE FIRST FINANCIAL, LLC
CRD 316968
820 NE 7TH ST, SUITE 2, GRANTS PASS, OR, 97526, United States
Phone
541-474-0824
Fax
541-474-9629
Registration
— (—)
Source
State registered
Total AUM
$60.5M
Discretionary AUM
$59.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $28.3M |
| High net worth individuals | 31 | $32.2M |
| Corporations/business entities | 1 | — |
Official SEC filing: View on IAPD