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 registered investment adviser formed in 2012 and organized as an LLC. The firm advises both individual and family clients as well as institutional investors. Its service mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting work and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Filings indicate the firm is not positioned as an active ESG investor and does not operate as a capital allocator to private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    Chief Financial OfficerCRD 4106268

Contacts

3 of 18

  • VIVIANA BIGOLIN

    Wealth PlanningCRD 6115662

  • SHERYL OLSON

    Financial PlannerCRD 2117245

  • KRISTOPHER MINK

    PartnerCRD 2560213

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$402M in ETFs

Passive

86%

$345M

Active

14%

$56.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF)BlackRockPassiveLong Government$24.5M256,9046.10%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth