Overview
Assets Under Management: $360 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 154
Average Client Assets: $2 million
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