Purpose Built

Overview

Purpose Built is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Purpose Built does not identify as an ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices