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Tlc Group Investment Advisors, LLC

● SEC registered since 2021CRD 137814SEC# 801-122544State College, PA
Export (members)
Reg. AUM
$146.9M
Employees
6
Accounts
348
Location
State College, PA

Tlc Group Investment Advisors, LLC assets under management

Tlc Group Investment Advisors, LLC operates as an SEC-registered investment adviser based in State College, PA. The firm has been registered since 2021. It reports $146.9 million in regulatory assets under management and employs 6 people.

Tlc Group Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
John Eric Arrington ControlChief Compliance OfficerUnder 5%2021
Leeward Wealth, Inc. ControlOwnerOver 75%2013
Mary Magdalene Chuhinka Kurtz ControlManaging MemberUnder 5%2006
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Frequently asked questions

How much does Tlc Group Investment Advisors, LLC manage?

Tlc Group Investment Advisors, LLC reports $146.9 million in regulatory assets under management on its Form ADV.

How many employees does Tlc Group Investment Advisors, LLC have?

Tlc Group Investment Advisors, LLC reports 6 employees.

Where is Tlc Group Investment Advisors, LLC located?

Tlc Group Investment Advisors, LLC is based in State College, PA and has been SEC-registered since 2021.

Does Tlc Group Investment Advisors, LLC disclose fund performance?

Tlc Group Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 Walker Drive, Suite 200nw, State College, PA 16801
Phone814-231-2265
Fax814-231-2233
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98.7M
Non-discretionary$48.3M
Total (RAUM)$146.9M