Tlc Group Investment Advisors, LLC
● SEC registered since 2021CRD 137814SEC# 801-122544State College, PA
Reg. AUM
$168.4M
Employees
6
Accounts
377
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 $168.4 million in regulatory assets under management and employs 6 people.
Tlc Group Investment Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Eric Arrington Control | Chief Compliance Officer | Under 5% | 2021 |
| Leeward Wealth, Inc. Control | Owner | Over 75% | 2013 |
| Mary Magdalene Chuhinka Kurtz Control | Managing Member | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Tlc Group Investment Advisors, LLC manage?
Tlc Group Investment Advisors, LLC reports $168.4 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
| Address | 270 Walker Drive, Suite 201, State College, PA 16801 |
| Phone | 814-231-2265 |
| Fax | 814-231-2233 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$168.4Mregulatory AUM
Discretionary $116.8MNon-discretionary $51.6M