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PURPOSE BUILT
PURPOSE BUILT FINANCIAL SERVICES LLC
CRD 326554
300 MILL ST, SUITE 235, MOORESTOWN, NJ, 08057, United States
Phone
2152789559
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.1M
Discretionary AUM
$23.1M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.7M |
| High net worth individuals | 20 | $20.4M |
All web addresses on file
Official SEC filing: View on IAPD