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Building 2TPG FINANCIAL ADVISORS, LLC

Map pinPORTLAND, OR
Phone503-241-9550
NotebookSEC #801-77417
Total AUM
$2.2B
Employees
21
Clients
639

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11850 SW 67TH AVENUE
SUITE 100
PORTLAND
OR 97223
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-241-9550

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,635
Discretionary
$1.4B
Accounts
989
Non-Discretionary
$808.8M
Accounts
646

ContactClients

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Individual Clients
369
AUM
$263.2M
HNW Individual Clients
176
AUM
$639.5M
Pension/Profit Sharing Plan Clients
92
AUM
$1.3B
Charitable Organization Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$10.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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