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Purpose First Financial, LLC

Purpose First Financial, LLC. CRD 316968

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CRD: 316968

Purpose First Financial, LLC

Grants Pass, OR, 97526
5414740824
purpose1stfinancial.net
$60.5M Total AUM
$59.2M Disc. AUM
-- 3Y CAGR
2 Employees
173 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Matrix Trust
Clients
Retail and Institutional
Platforms
--
Established Date
11-04-2021
Office Locations
1

Office Locations

820 NE 7TH ST Suite 2 Grants Pass OR

About Purpose First Financial, LLC

Purpose First Financial, LLC is an Oregon-based RIA providing financial planning and discretionary portfolio management, with tax, estate, charitable, and business succession planning plus insurance/annuity guidance. The firm serves entrepreneurs and other individuals, using active asset-allocation portfolios built mainly with mutual funds/ETFs and U.S. government/agency bonds. Custody includes Charles Schwab and Matrix Trust; CRM: Redtail.

Team overview

47 AVG AGE
$60.5M AVG AUM / ADVISOR
$349.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Frontier Catalyst

Client Personas

Unison

CRM

Momentum

Investment Themes

Alpha frontier Momentum catalyst Vital unison Glacier value Foundation

Investment Vehicles

Momentum catalyst

Services

Ridge oak Value Pathway prime Radial Timber Matrix matrix Delta fusion Prime Foundation signal Timber delta

Owner & Executives

JASON DEAN BURLEY

JASON DEAN BURLEY

Chief Compliance Officer, Managing Member, President

CRD
#5604648
Ownership
75% or more
(503) 830-1998
vital.matrix@timbercapital.com
in linkedin.com/in/atlas-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $59,241,156 --
Non-Discretionary $1,293,736 --
Total $60,534,892 --

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Separately Managed Accounts

Total SMA Asset: $60,534,892

$60.5M Total SMA
Public Funds:
11.1%
U.S. Government/Agency:
41.7%
Equity - Exchange:
16.7%
Cash:
30.5%
Asset class Assets Assets %
Public Funds $681,201,453 11.1%
U.S. Government/Agency $2,559,108,161 41.7%
Equity - Exchange $1,024,870,655 16.7%
Cash $1,871,769,758 30.5%
Total $6,136,950,027 100.0%

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