Tpg Financial Advisors, LLC
● SEC registered since 2012CRD 141153SEC# 801-77417Portland, OR
Reg. AUM
$2.22B
Employees
21
Accounts
1,635
Location
Portland, OR
Tpg Financial Advisors, LLC assets under management
Tpg Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2012. It reports $2.2 billion in regulatory assets under management and employs 21 people.
Tpg Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Thelise Maerz Control | Chief Compliance Officer | Under 5% | 2023 |
| Jacob Anders Shafer Control | Chief Financial Officer | Under 5% | 2006 |
| John Spring Woolley Control | Managing Director Of Wealth Management & President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Tpg Financial Advisors, LLC manage?
Tpg Financial Advisors, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Tpg Financial Advisors, LLC have?
Tpg Financial Advisors, LLC reports 21 employees.
Where is Tpg Financial Advisors, LLC located?
Tpg Financial Advisors, LLC is based in Portland, OR and has been SEC-registered since 2012.
Does Tpg Financial Advisors, LLC disclose fund performance?
Tpg Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11850 SW 67th Avenue, Suite 100, Portland, OR 97223 |
| Phone | 503-241-9550 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1706669 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.22B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.22Bregulatory AUM
Discretionary $1.41BNon-discretionary $808.8M