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TLC GROUP INVESTMENT ADVISORS, LLC
CRD 137814 · SEC 801-122544
270 WALKER DRIVE, SUITE 201, STATE COLLEGE, PA, 16801, United States
Phone
814-231-2265
Fax
814-231-2233
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.4M
Discretionary AUM
$116.8M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $48.1M |
| High net worth individuals | 27 | $63.7M |
| Pension/profit sharing plans | 19 | $55.8M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD