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TPG FINANCIAL ADVISORS, LLC
CRD 141153 · SEC 801-77417
11850 SW 67TH AVENUE, SUITE 100, PORTLAND, OR, 97223, United States
Phone
503-241-9550
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$1.41B
Team
21 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $263.2M |
| High net worth individuals | 176 | $639.5M |
| Pension/profit sharing plans | 92 | $1.30B |
States served
AZ, CA, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD