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 $1,324,421,257 assets under management, offering retirement planning & investment advisory services to 1323 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141153
SEC#	801-77417
Assets Managed by Firm	$1,324,421,257
No. of Clients	1323
No. of Advisors	18

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1323	$1,324,421,257
Individuals (other than high net worth individuals)	341	$135,583,814
High net worth individuals	154	$385,196,608
Pension and profit sharing plans	86	$795,689,367
Charitable organizations	Fewer than 5 clients	$2,264,116
Corporations or other businesses	Fewer than 5 clients	$5,687,352

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$16,214,303,154	116850	82
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,067,305,312	425	37
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$7,145,593,038	3808	55
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$5,476,500,419	995	17

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