PURPOSE FIRST FINANCIAL, LLC

PURPOSE FIRST FINANCIAL, LLC of GRANTS PASS, OR is an SEC-registered investment adviser (CRD 316968). Regulatory assets under management: $60.5M.

Registration

• CRD: 316968
• Type: Registered investment adviser
• Location: 820 NE 7TH ST, GRANTS PASS, OR, 97526
• Phone: 541-474-0824
• Latest filing: 2026-03-24
• Regulatory AUM: $60.5M
• Discretionary AUM: $59.2M
• Non-discretionary AUM: $1.3M
• Clients: 2
• Accounts: 426

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search