Nikolaas
Schuurmans

Pure Portfolios

CRD#4922113
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Nikolaas Schuurmans is a financial advisor based in Lake Oswego, Oregon, working with Pure Portfolios. Nikolaas has previously held positions at Bank Of America Us Trust, Pure Portfolios Holdings LLC, and Tru Independence Asset Management, LLC. Nikolaas has passed the Series 66 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Nikolaas is part of Pure Portfolios, which operates out of Lake Oswego, Oregon. The firm has 1 office and 6 employees. The firm manages assets totaling $293.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Pure Portfolios includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Centerpointe Drive Suite 120
Lake Oswego, OR 97035

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Pure Portfolios Brokerage Details

Total Assets Under Management

$293,393,961

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

767

OR Average: 1,309
Average Account Size

$382,521

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Nikolaas Schuurmans Work History

2021 - Present (3 years)

Pure Portfolios Holdings LLC

2016 - 2020 (4 years)

Tru Independence Asset Management, LLC

2011 - 2016 (5 years)

Bank Of America Us Trust

Disclosures

Please visit the SEC profile of Nikolaas Schuurmans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pure Portfolios

Timothy Metz
Lake Oswego, OR
William Weber
Lake Oswego, OR
Erin Varghese
Lake Oswego, OR
Nikolaas Schuurmans
Lake Oswego, OR
Julie Johnsen
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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