|
⚲
|
| TLC Group Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 137814 |
| SEC # | 801-122544 |
| CIK # | |
| AUM | $146.9 M (2025-03-12) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 814-231-2265 |
| Address | 270 Walker Drive State College, PA 16801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 46.0 |
| (b) Individuals (high net worth individuals) | 20 | 48.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 52.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 146.9 |
| By Discretionary | ||
| Discretionary | 333 | 98.7 |
| Non-Discretionary | 15 | 48.3 |
| Total | 348 | 146.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 146.6 | |
| Total | 348 | 146.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GTS Financial LLC
✚
|
MN | 0.1 |
|
Voyage Wealth Management LLC
✚
|
0.1 | |
|
Avrio Wealth PTE Ltd
✚
|
0.1 | |
|
Collar Capital Management LLC
✚
|
WI | 0.1 |
|
Murray Investment Management LLC
✚
|
TX | 0.1 |
|
Read & Powell Financial Services LLC
✚
|
NV | 0.1 |
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 0.1 |
|
Zinnia Wealth Advisory LLC
✚
|
FL | 0.1 |
|
Investment Insight Wealth Management LLC
✚
|
0.1 | |
|
Korving & Company LLC
✚
|
VA | 0.1 |