DBA: PURE PORTFOLIOS
| Total AUM | $360.5M |
| Discretionary | $360.5M100% of AUM |
| Client Accounts | 803 |
| Avg Account Size | $449K |
| Employees | 6 |
| Peak AUM | $360.5MJan 2025 |
Total AUM
$360M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $360M | +22.9% | +21.7% | — | |
| Discretionary AUM | $360M | ||||
| Total AUM | $360.5M |
| Discretionary | $360.5M |
| Employees | 6 |
| Client Accounts | 803 |
| Client Range | 101-250 |
Address
1 CENTERPOINTE DRIVE
LAKE OSWEGO OR 97035
Phone
877-261-0015
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$360M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +22.9% |
| +21.7% |
| — |
| Total Accounts | 803 | +4.7% | +12.4% | — |
| Avg Account Size | $448,907.681 | +17.4% | +8.3% | — |
| Employees | 6 | 0.0% | +26.8% | +17.3% |
| AUM / Employee | $60M | +22.9% | 4.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $351M | +23.5% | +21.5% | — | |
| Institutional AUM | $10M | +2.8% | +29.9% | — | |
Client Count Segments | |||||
| HNW Clients | 138 | 1.4% | 22.8% | — | |
| Individuals | 154 | +7.7% | 17.6% | — | |