TPG Financial Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.2B
Discretionary
$1.4B
64% of AUM
Avg account
$1.4M
Accounts
1,635
Employees
21
Advisory reps
19

Firm details

Headquarters
Portland, Oregon
CRD number
141153
Registered since
December 20, 2012
Website
www.thepartnersgroup.com
Custodians
ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans58.71%
  • HNWI28.83%
  • Individuals11.87%
  • Corporations / Businesses0.47%
  • Charitable Organizations0.13%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TPG Financial Advisors, LLC is an independent, SEC‑registered registered investment adviser formed in 2012 and organized as an LLC. The firm serves both individual/family and institutional clients and frames its services around financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops. Fee arrangements include percentage‑of‑AUM charges as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 23%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Private Funds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Jacob Shafer

    Jacob Shafer

    Chief Financial OfficerCRD 4106268

Contacts

3 of 18
  • Viviana Bigolin

    Viviana Bigolin

    Wealth PlanningCRD 6115662

  • Sheryl Olson

    Sheryl Olson

    Financial PlannerCRD 2117245

  • Kristopher Mink

    Kristopher Mink

    PartnerCRD 2560213

Unlock 15 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$438M in ETFs

Passive

88%

$383M

Active

12%

$54.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF)BlackRockPassiveLong Government$34M359,5927.76%
Unlock additional holdings →

Location

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
11850 Sw 67th Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Sellwood Investment Partners LLC

RIA

Portland, OR

AUM $2.3BTEAM 16REPS 17

CS Planning Corp

RIA

Portland, OR

AUM $2BTEAM 60REPS 32

Endeavour Capital

RIA

Portland, OR

AUM $1.9BTEAM 24REPS 8

Variant Investments

RIA

Portland, OR

AUM $2.6BTEAM 33REPS 8

Phillips And Company Advisors LLC

RIA

Portland, OR

AUM $2.7BTEAM 19REPS 14

Multnomah Group, Inc.

RIA

Portland, OR

AUM $2.7BTEAM 21REPS 15
More RIAs in Portland →All Oregon RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth