Pure Portfolios

Pure Portfolios (CRD# 311002) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $293,393,961 in 767 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035
https://www.pureportfolios.com/
By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $382,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Pure Portfolios
Showing 1 - 5 of 5 top financial advisors.
1
Julie Johnsen, financial advisor Lake Oswego OR
Julie D. Johnsen
CRD#: 2837678
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035

Julie Johnsen (CRD# 2837678) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has over 27 years of experience in the finance industry.

2
Nikolaas Schuurmans, financial advisor Lake Oswego OR
Nikolaas D. Schuurmans
CRD#: 4922113
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035

Nikolaas Schuurmans (CRD# 4922113) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has over 19 years of experience in the finance industry.

3
William Weber, financial advisor Lake Oswego OR
William A. Weber
CRD#: 6699413
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035

William Weber (CRD# 6699413) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has over 7 years of experience in the finance industry.

4
Timothy Metz, financial advisor Lake Oswego OR
Timothy H. Metz
CRD#: 7867268
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035

Timothy Metz (CRD# 7867268) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has 1 year of experience in the finance industry.

5
Erin Varghese, financial advisor Lake Oswego OR
Erin R. Varghese
CRD#: 7210811
1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035

Erin Varghese (CRD# 7210811) is an Investment Advisor Representative working at Pure Portfolios in Lake Oswego, OR and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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