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Tlc Group Investment Advisors, LLC (State College)


Tlc Group Investment Advisors, LLC is an adviser based in State College. It manages $77.13 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.




Tlc Group Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tlc Group Investment Advisors: assets under management

The assets under management (AUM) of Tlc Group Investment Advisors, LLC is $77.13 million. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.82 million in discretionary accounts and $49.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $281.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $530.2 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tlc Group Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in State College

The principal office where Tlc Group Investment Advisors, LLC performs its advisory services is located at 270 Walker Drive, State College, PA 16801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 814-231-2265 or by fax 814-231-2233. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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