TPG Financial Advisors LLC

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Assets, Funds, Holdings

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TPG Financial Advisors LLC
CRD #141153
SEC #801-77417
CIK #0002033388, 0001706669
AUM $1.7 BB (2024-03-27)
Employees 20 (40% Investors, 0% Brokers)
Phone503-241-9550
Address11850 SW 67th Avenue
Portland, OR 97223
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
17001360102068034002009201420192025
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 ($MM)
200160120804002019202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001706669]
13F-HR [0002033388]
Comparable Firms State AUM ($BB)
Willow Creek Wealth Management Inc
CA 1.7
RMR Wealth Builders Inc
NJ 1.7
Jacobi Capital Management LLC
PA 1.7
Howe and Rusling Inc
NY 1.7
TLG Advisors Inc
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
GA 1.6
Bison Wealth LLC
GA 1.6
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