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TPG Financial Advisors LLC
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CRD # | 141153 |
SEC # | 801-77417 |
CIK # | 0002033388, 0001706669 |
AUM | $1.7 BB (2024-03-27) |
Employees | 20 (40% Investors, 0% Brokers) |
Phone | 503-241-9550 |
Address | 11850 SW 67th Avenue Portland, OR 97223 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 5.5 | |
MSFT | 1,918,222.4 | 3.7 | |
EOI | 592.0 | 1.8 | |
AMZN | 1,092,997.8 | 1.7 | |
IAU | 1.2 | ||
COST | 207,576.9 | 1.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 356 | 187.6 |
(b) Individuals (high net worth individuals) | 162 | 447.0 |
(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 | 1,008.7 |
(h) Charitable organizations | 0 | 2.4 |
(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 | 12.1 |
(n) Other | 0 | 0.0 |
Total | 1,514 | 1,657.8 |
By Discretionary | ||
Discretionary | 961 | 813.8 |
Non-Discretionary | 553 | 844.0 |
Total | 1,514 | 1,657.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.8 | |
United States Persons | 1,656.9 | |
Total | 1,514 | 1,657.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001706669] | |
13F-HR | [0002033388] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Willow Creek Wealth Management Inc
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CA | 1.7 |
RMR Wealth Builders Inc
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|
NJ | 1.7 |
Jacobi Capital Management LLC
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|
PA | 1.7 |
Howe and Rusling Inc
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|
NY | 1.7 |
TLG Advisors Inc
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|
CO | 1.7 |
Northwest Financial Advisors LLC
✚
|
VA | 1.7 |
The Investment Counsel Company of Nevada
✚
|
NV | 1.6 |
Sound View Wealth Advisors Group LLC
✚
|
GA | 1.6 |
The Fiduciary Group LLC
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|
GA | 1.6 |
Bison Wealth LLC
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|
GA | 1.6 |