|
⚲
|
| Keyboard |
| TLC Group Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 137814 |
| SEC # | 801-122544 |
| CIK # | |
| AUM | 168.4 M (2026-03-16) |
| 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) | 159 | 48.1 |
| (b) Individuals (high net worth individuals) | 27 | 63.7 |
| (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 | 55.8 |
| (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 | 377 | 168.4 |
| By Discretionary | ||
| Discretionary | 361 | 116.8 |
| Non-Discretionary | 16 | 51.6 |
| Total | 377 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 167.9 | |
| Total | 377 | 168.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peltoma Capital Partners LLC
✚
|
168.9 M | |
|
Rigden Enterprises
✚
|
CO | 168.9 M |
|
Zinnia Wealth Advisory LLC
✚
|
FL | 168.8 M |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 168.7 M |
|
F5 Financial Planning LLC
✚
|
168.7 M | |
|
Lifepoint Planning PLLC
✚
|
IL | 168.5 M |
|
Hawkins Investment Counsel LLC
✚
|
167.8 M | |
|
Dartmouth Capital Advisors Inc
✚
|
167.6 M | |
|
917 Advisory Services LLC
✚
|
WA | 167.5 M |
|
Gambit Capital Management LLC
✚
|
167.5 M |