Wealth Manager
    SEC Registered
    Manages Private Funds

    Tpg Financial Advisors, LLC

    Registered investment advisor · Portland, Oregon · CRD #141153

    Assets Under Management
    $2.2B
    Client Accounts
    1,635
    Employees
    21
    CRD Number
    141153
    Registration
    SEC Registered
    Custodian
    Assetmark Brokerage, Llc, Principal Securities, Inc., Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tpg Financial Advisors, LLC

    TPG Financial Advisors, LLC offers investment advisory, retirement planning, and insurance services. It also provides employee benefits and business consulting. The firm is part of The Partners Group, a global alternative asset management firm founded in 1992.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tpg Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Tpg Financial Advisors, LLC's AUM?

    Tpg Financial Advisors, LLC reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tpg Financial Advisors, LLC headquartered?

    Tpg Financial Advisors, LLC is headquartered in Portland, Oregon.

    What is Tpg Financial Advisors, LLC's CRD number?

    Tpg Financial Advisors, LLC's CRD number is 141153. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tpg Financial Advisors, LLC manage?

    Tpg Financial Advisors, LLC manages approximately 1,635 client accounts according to its latest SEC filing.

    Is Tpg Financial Advisors, LLC SEC registered?

    Yes, Tpg Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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