TLC GROUP INVESTMENT ADVISORS, LLC
CRD #137814 SEC #801-122544 STATE COLLEGE, PA 814-231-2265
SEC Registered
Total AUM
$146.9M
Discretionary
$98.7M
Employees
6
Clients
--
Accounts
348
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARRINGTON, JOHN, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | MANAGING MEMBER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPICER, CYNTHIA, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| LEEWARD WEALTH, INC. | DE | OWNER | E | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| CHUHINKA, MARY, MAGDALENE | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
| LINGENFELTER, BRUCE, ALAN | I | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
| CHUHINKA KURTZ, MARY, MAGDALENE | I | LEEWARD WEALTH, INC. | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (1)
PA
Address
270 WALKER DRIVESUITE 200NW
STATE COLLEGE, PA 16801
United States
Phone: 814-231-2265