TPG Financial Advisors is an investment advisor in Portland with $1.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205282002
SEC advisor number
801-77417
FINRA CRD number
141153
AUM ?
$1.66 bn
(as of 27 Mar 24)
Accounts
1,514
(as of 27 Mar 24)
Employees
20
(8 investment advisory or research)
Address
TPG Financial Advisors
11850 SW 67TH AVENUE, SUITE 100
PORTLAND
OR 97223
11850 SW 67TH AVENUE, SUITE 100
PORTLAND
OR 97223
Phone
5032419550
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22