# Client First Finance

Client First Finance is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://clientfirstfinance.com

## Regulatory record

- **CRD number:** 135642
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135642

## About

Client First Finance LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## 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.

## Related profiles

- [Integrity Fixed Income Management](https://altss.com/profile/integrity-fixed-income-management)
- [BCN Financial](https://altss.com/profile/bcn-financial-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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