Overview
Assets Under Management: $360 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 154
Average Client Assets: $2 million
Frequently Asked Questions
PURE PORTFOLIOS HOLDINGS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311002), PURE PORTFOLIOS HOLDINGS LLC is subject to fiduciary duty under federal law.
PURE PORTFOLIOS HOLDINGS LLC is headquartered in LAKE OSWEGO, OR.
PURE PORTFOLIOS HOLDINGS LLC serves 154 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, PURE PORTFOLIOS HOLDINGS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PURE PORTFOLIOS HOLDINGS LLC manages $360 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, PURE PORTFOLIOS HOLDINGS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 803
Discretionary Accounts: 803
Regulatory Filings
CRD Number: 311002
Last Filing Date: 2025-01-30 00:00:00
Website: https://pureportfolios.com