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THE PLANNING GROUP
TPG ADVISORS LLC
CRD 298496 · SEC 801-114032
465 CENTRAL AVE, SUITE 201, NORTHFIELD, IL, 60093, United States
Phone
847-441-9400
Fax
847-881-0800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.5M
Discretionary AUM
$278.7M
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $50.6M |
| High net worth individuals | 60 | $226.4M |
| Pension/profit sharing plans | 14 | $12.8M |
| Charitable organizations | 1 | $1.7M |
States served
AZ, CA, IL, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD