TPG ADVISORS LLC
Legal name: THE PHILLIPS GROUP ADVISORS
CRD #151662 SEC #801-70696 WOODLAND HILLS, CA (818) 444-0280
SEC Registered Disclosures
Total AUM
$185M
Discretionary
$180M
Employees
6
Clients
0
Accounts
885
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2016 | $185M | $180M | $5M | 6 | 350 |
| Apr 2016 | $185M | $180M | $5M | 6 | 350 |
| Apr 2016 | $185M | $180M | $5M | 6 | 350 |
| Mar 2016 | $185M | $180M | $5M | 6 | 350 |
| Feb 2016 | $185M | $180M | $5M | 6 | 350 |
| May 2015 | $220M | $197M | $23M | 4 | 280 |
| Feb 2015 | $220M | $197M | $23M | 4 | 280 |
| Apr 2014 | $161M | $150M | $11M | 5 | 300 |
| Feb 2014 | $161M | $150M | $11M | 5 | 300 |
| Jan 2013 | $150M | $120M | $30M | 5 | 300 |
| Oct 2012 | $130M | $105M | $25M | 1 | 300 |
| Sep 2012 | $130M | $105M | $25M | 1 | 300 |
| Apr 2012 | $130M | $105M | $25M | 1 | 300 |
| Feb 2012 | $130M | $105M | $25M | 1 | 300 |
| Jul 2011 | $130M | $90M | $40M | 5 | -- |
| Feb 2011 | $130M | $90M | $40M | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateAug 2016
Total AUM$185M
Discretionary$180M
Non-Disc.$5M
Employees6
Clients350
DateApr 2016
Total AUM$185M
Discretionary$180M
Non-Disc.$5M
Employees6
Clients350
DateApr 2016
Total AUM$185M
Discretionary$180M
Non-Disc.$5M
Employees6
Clients350
DateMar 2016
Total AUM$185M
Discretionary$180M
Non-Disc.$5M
Employees6
Clients350
DateFeb 2016
Total AUM$185M
Discretionary$180M
Non-Disc.$5M
Employees6
Clients350
DateMay 2015
Total AUM$220M
Discretionary$197M
Non-Disc.$23M
Employees4
Clients280
DateFeb 2015
Total AUM$220M
Discretionary$197M
Non-Disc.$23M
Employees4
Clients280
DateApr 2014
Total AUM$161M
Discretionary$150M
Non-Disc.$11M
Employees5
Clients300
DateFeb 2014
Total AUM$161M
Discretionary$150M
Non-Disc.$11M
Employees5
Clients300
DateJan 2013
Total AUM$150M
Discretionary$120M
Non-Disc.$30M
Employees5
Clients300
DateOct 2012
Total AUM$130M
Discretionary$105M
Non-Disc.$25M
Employees1
Clients300
DateSep 2012
Total AUM$130M
Discretionary$105M
Non-Disc.$25M
Employees1
Clients300
DateApr 2012
Total AUM$130M
Discretionary$105M
Non-Disc.$25M
Employees1
Clients300
DateFeb 2012
Total AUM$130M
Discretionary$105M
Non-Disc.$25M
Employees1
Clients300
DateJul 2011
Total AUM$130M
Discretionary$90M
Non-Disc.$40M
Employees5
Clients--
DateFeb 2011
Total AUM$130M
Discretionary$90M
Non-Disc.$40M
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--