TPG Financial Advisors LLC
Legal Name: TPG FINANCIAL ADVISORS, LLC
Full Contact Details
TPG Financial Advisors LLC
11740 SW 68TH PARKWAY, SUITE 200, PORTLAND, OR
503-726-9550
503-274-5411
Other Info
TPG Financial Advisors LLC, legally known as TPG FINANCIAL ADVISORS, LLC, is an Oregon-based limited liability company comprised of 16 employees, 10 of whom are in advisory roles. With SEC approval since December 2012, TPG serves 1,219 clients.
Employee Benefits - Insurance Brokerage Firm - Financial Services - The Partners Group
The Partners Group: employee benefits, commercial & personal insurance, wealth management, retirement plan consulting in Oregon, Washington, and Idaho.
Direct Owners
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DOREEN GAY BARNHOUSE
VP OF OPERATIONS owns less than 5%
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JACOB ANDERS SHAFER
CHIEF FINANCIAL OFFICER owns less than 5%
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JOHN SPRING WOOLLEY
DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER owns less than 5%
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RODERICK BYRON CRUICKSHANK
CEO AND PRESIDENT owns less than 5%
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THE PARTNERS GROUP, LTD.
OWNER owns 75% or more
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JOANNE SWEENEY
DIRECTOR OF WEALTH MANAGEMENT owns less than 5%
Indirect Owners
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RODERICK BYRON CRUICKSHANK
OWNER owns more than 25% but less than 50%
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