$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2024
- Office Locations
- 1
Office Locations
-- Lake Oswego OR
About TBG Investing
Based in Lake Oswego, Oregon, TBG Investing is a fee-only fiduciary RIA serving women and entrepreneurs with financial planning, investment management, and integrated personal/business wealth support. Portfolios emphasize diversified, low-cost, tax-efficient, risk-aware strategies. Client accounts are held at Charles Schwab and supported via a RightCapital client portal.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$156.5K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TRACY LYNN BARON GARCIA
Chief Compliance Officer, FOUNDER
- CRD
- #4910033
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,442,024 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,442,024 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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