TPG ADVISORS LLC

THE PLANNING GROUP
NORTHFIELD, Illinois·3 registered advisors·CRD# 298496
SEC# 801-1140320847-441-9400
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TPG ADVISORS LLC

3 registered advisors
Dani Gerald Barron
NORTHFIELD, Illinois
Michael David Brown
NORTHFIELD, Illinois
Paul Samuel Shuman
NORTHFIELD, Illinois
05

Office Locations

NORTHFIELD, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. TPG ADVISORS LLC (CRD# 298496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.