Overview
Assets Under Management: $2.0 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 173
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,587
Discretionary Accounts: 979
Non-Discretionary Accounts: 608
Regulatory Filings
CRD Number: 141153
Filing ID: 1961466
Last Filing Date: 2025-03-25 17:24:00
Website: https://tpgrp.com