Overview
Assets Under Management: $2.0 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 173
Average Client Assets: $3 million
Frequently Asked Questions
TPG FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141153), TPG FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
TPG FINANCIAL ADVISORS, LLC is headquartered in PORTLAND, OR.
TPG FINANCIAL ADVISORS, LLC serves 173 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, TPG FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and educational seminars and workshops. View all service details ↓
TPG FINANCIAL ADVISORS, LLC manages $2.0 billion in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, TPG FINANCIAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
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