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Home > Retirement Planners > oregon > lake oswego > PURE PORTFOLIOS
PURE PORTFOLIOS
1 Centerpointe Drive
Suite 120
Lake Oswego, Oregon 97035
Tel: 877-261-0015
About PURE PORTFOLIOS
PURE PORTFOLIOS, formally registered with the SEC as PURE PORTFOLIOS. The firm was established in 11/12/2020. They have over 2 offices throughout the country.
PURE PORTFOLIOS is a Lake Oswego, Oregon based Financial Planning firm with nearly $360,472,868 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311002 |
| SEC# | 801-119674 |
| Assets Managed by Firm | $360,472,868 |
| No. of Clients | 803 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 803 | $360,472,868 |
| Individuals (other than high net worth individuals) | 138 | $53,002,649 |
| High net worth individuals | 154 | $297,582,898 |
| Charitable organizations | Fewer than 5 clients | $101,431 |
| Corporations or other businesses | Fewer than 5 clients | $9,785,890 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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