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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TPG Financial Advisors LLC
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|---|---|
| CRD # | 141153 |
| SEC # | 801-77417 |
| CIK # | 0001706669, 0002033388 |
| AUM | $2.0 B (2025-03-25) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 503-241-9550 |
| Address | 11850 SW 67th Avenue Portland, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.6 | ||
| Apple Inc | 6.0 | ||
| Trebia Acquisition Corp | 4.6 | ||
| Nu Holdings Ltd | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 375 | 219.6 |
| (b) Individuals (high net worth individuals) | 173 | 532.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 95 | 1,200.5 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,587 | 1,964.6 |
| By Discretionary | ||
| Discretionary | 979 | 1,049.5 |
| Non-Discretionary | 608 | 915.1 |
| Total | 1,587 | 1,964.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,963.7 | |
| Total | 1,587 | 1,964.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001706669] | |
| 13F-HR | [0002033388] |
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|---|---|---|
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TX | 2.0 |
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MO | 2.0 |
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Willow Creek Wealth Management Inc
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IL | 1.9 |
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Sound View Wealth Advisors Group LLC
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GA | 1.9 |
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VA | 1.9 |
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Fiduciary Alliance LLC
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SC | 1.9 |