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PURE PORTFOLIOS HOLDINGS LLC

Advisory

N·LAKE OSWEGO, OR

Data as of Dec 4, 2024 · Source: SEC Form ADV

Total AUM
$360M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.7%
Employees
4
Assets Under Management
Total AUM$360M
Discretionary AUM$360M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients292
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingSep 22, 2020
Latest FilingDec 4, 2024
🔒 Full AUM trend chart and 22 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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