TPG FINANCIAL ADVISORS, LLC

HTTPS://WWW.TPGRP.COM PORTLAND, OR Investment Advisor How do I update this listing?

TPG Financial Advisors is based out of Portland. TPG Financial Advisors is a large advisory firm with 403 clients and discretionary assets under management (AUM) of $118,536,636 (Form ADV from 2019-01-30). Their last reported 13F filing for Q4 2018 included $92,148,000 in managed 13F securities and a top 10 holdings concentration of 68.82%. TPG Financial Advisors's largest holding is SPDR Portfolio Short Term Corp Bond ETF with shares held of 356,286. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TPG FINANCIAL ADVISORS, LLC
11740 SW 68TH PARKWAY SUITE 200
PORTLAND OR    97223
Country: United States

Business Phone: 503-726-9550
Fax: 503-274-5411
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OR
Number of employees: 22
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 170,000,000
Total Number of Clients: 403
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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