TPG FINANCIAL ADVISORS, LLC

11850 Sw 67th Avenue
Suite 100
Portland, Oregon 97223
Tel: 503-241-9550

About TPG FINANCIAL ADVISORS, LLC

TPG FINANCIAL ADVISORS, LLC, formally registered with the SEC as TPG FINANCIAL ADVISORS, LLC. The firm was established in 12/20/2012. They have over 1 offices throughout the country.

TPG FINANCIAL ADVISORS, LLC is a Portland, Oregon based Financial Planning firm with nearly $1,657,763,372 assets under management, offering retirement planning & investment advisory services to 1514 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141153
SEC#	801-77417
Assets Managed by Firm	$1,657,763,372
No. of Clients	1514
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1514	$1,657,763,372
Individuals (other than high net worth individuals)	356	$187,552,602
High net worth individuals	162	$447,015,152
Pension and profit sharing plans	95	$1,008,687,683
Charitable organizations	Fewer than 5 clients	$2,446,302
Corporations or other businesses	Fewer than 5 clients	$12,061,633

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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