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Client First Finance
Client First Finance is an RIA operating in the structured settlement purchasing niche, licensed to buy future payment streams under a fiduciary standard.
Client First Finance
Client First Finance LLC is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Why is Client First Finance registered as an RIA rather than operating as a factoring company?
Registration as a Registered Investment Advisor carries a fiduciary obligation, meaning the firm is legally bound to act in the best interest of the client. In the structured settlement space, where many buyers operate as unlicensed factoring companies, RIA status can bolster the firm's standing in court proceedings — judges often consider whether a transfer is in the seller's best interest before approving it.
How does the firm fund its purchases?
Most structured settlement purchasers tap dedicated bank credit lines or private debt facilities to fund transaction inventory, then repay the facility as they collect the purchased payment streams over time. Client First Finance is not an institutional fund manager raising committed capital from limited partners.
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