Purpose Built
6yrs
6 years in the industry
Purpose Built
Moorestown, NJ. Legal name: Purpose Built Financial Services LLC
About the firm
A registered investment advisory firm based in Moorestown, New Jersey. It manages about $28.5 million for roughly 30 individual clients. Services include financial planning, investment management for individuals and small businesses, other services.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$950,000
Assets under management ?$28.5 million
Individual clients30
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesOther services
Advisors at Purpose Built
1Advisors
6Median years of experience
1States with offices
–Offices
Also known as
Purpose Built Financial Services LLC
About Purpose Built
How do I contact Purpose Built?
Call the main office at 2152789559. The main office is at 300 Mill St, Suite 235, Moorestown, NJ 08057.
How is Purpose Built paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Purpose Built offer?
Financial planning, Investment management for individuals and small businesses, Other services.
How many advisors work at Purpose Built?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.