TLC GROUP INVESTMENT ADVISORS, LLC

270 Walker Drive
Suite 200nw
State College, Pennsylvania 16801
Tel: 814-231-2265

About TLC GROUP INVESTMENT ADVISORS, LLC

TLC GROUP INVESTMENT ADVISORS, LLC, formally registered with the SEC as TLC GROUP INVESTMENT ADVISORS, LLC. The firm was established in 10/22/2021. They have over 1 offices throughout the country.

TLC GROUP INVESTMENT ADVISORS, LLC is a State College, Pennsylvania based Financial Planning firm with nearly $135,619,869 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137814
SEC#	801-122544
Assets Managed by Firm	$135,619,869
No. of Clients	342
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	342	$135,619,869
Individuals (other than high net worth individuals)	180	$43,162,351
High net worth individuals	16	$38,464,868
Pension and profit sharing plans	20	$53,246,519
Charitable organizations	Fewer than 5 clients	$746,059
Corporations or other businesses	Fewer than 5 clients	$72

More Retirement Planning firms in State College, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in State College, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.