CRD: 137814
TLC Group Investment Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2006
- Office Locations
- 2
Office Locations
About TLC Group Investment Advisors, LLC
TLC Group Investment Advisors is an independent RIA providing investment advisory and consulting services for company-sponsored retirement plans and individual investors. The team brings 100+ years of combined industry experience and emphasizes objective, non-proprietary advice (no bank, mutual fund, or insurance company obligations). Securities are offered through Leigh Baldwin & Co.; the firm reports custody with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN ERIC ARRINGTON
Chief Compliance Officer, Investment Advisor
- CRD
- #2168202
- Ownership
- Less than 5%
MARY MAGDALENE CHUHINKA KURTZ
Managing Member, Principal
- CRD
- #2151100
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,761,702 | $323,440 |
| Non-Discretionary | $51,590,827 | $3,224,427 |
| Total | $168,352,529 | $446,558 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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