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Building 2PURE PORTFOLIOS

Map pinLAKE OSWEGO, OR
Phone877-261-0015
NotebookSEC #801-119674
Total AUM
$360.5M
Employees
6
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CENTERPOINTE DRIVE
SUITE 120
LAKE OSWEGO
OR 97035
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
877-261-0015
Other Offices
1

ReceiptFinancials

Total AUM
$360.5M
Accounts
803
Discretionary
$360.5M
Accounts
803
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$53M
HNW Individual Clients
154
AUM
$297.6M
Charitable Organization Clients
1
AUM
$101.4K
Corporation or Business Clients
1
AUM
$9.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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