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Building 2TLC GROUP INVESTMENT ADVISORS, LLC

Map pinSTATE COLLEGE, PA
Phone814-231-2265
NotebookSEC #801-122544
Total AUM
$168.4M
Employees
6
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 WALKER DRIVE
SUITE 201
STATE COLLEGE
PA 16801
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
814-231-2265

ReceiptFinancials

Total AUM
$168.4M
Accounts
377
Discretionary
$116.8M
Accounts
361
Non-Discretionary
$51.6M
Accounts
16

ContactClients

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Individual Clients
159
AUM
$48.1M
HNW Individual Clients
27
AUM
$63.7M
Pension/Profit Sharing Plan Clients
19
AUM
$55.8M
Charitable Organization Clients
1
AUM
$735.6K
Corporation or Business Clients
1
AUM
$16

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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