Purpose Built
Firm details
- Headquarters
- Moorestown, New Jersey
- CRD number
- 326554
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.31%
- Individuals11.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Purpose Built is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and bills clients via a mix of percentage-of-AUM, hourly, and fixed fees. Ownership is individual, and the adviser does not position itself as a multi-state or pension consultant, nor does it identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds13%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Contacts
1 of 1
Sean Lovison
Founder & Financial PlannerCRD 7325555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Moorestown, NJ
Burlington
Location
Moorestown, NJ
Headquartered in Moorestown, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 300 Mill St
- Time zone
- ET (UTC-5)
- Office locations
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