| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Thelise Maerz Control | Chief Compliance Officer | Under 5% | 2023 |
| Jacob Anders Shafer Control | Chief Financial Officer | Under 5% | 2006 |
| John Spring Woolley Control | Managing Director Of Wealth Management & President | Under 5% | 2019 |
Tpg Financial Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Tpg Financial Advisors, LLC reports 19 employees.
Tpg Financial Advisors, LLC is based in Portland, OR and has been SEC-registered since 2012.
Tpg Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11850 SW 67th Avenue, Suite 100, Portland, OR 97223 |
| Phone | 503-241-9550 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1706669 |
| Discloses disciplinary history | No |
| Discretionary | $1.05B |
| Non-discretionary | $915.1M |
| Total (RAUM) | $1.96B |