Claim Profile
MK

Mary Magdalene Chuhinka Kurtz

TLC GROUP INVESTMENT ADVISORS, LLC·STATE COLLEGE, Pennsylvania
Unclaimed Profile
270 WALKER DRIVE, STATE COLLEGE, PA 16801CRD# 2151100Firm CRD# 137814
01

About

Mary Magdalene Chuhinka Kurtz is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with TLC GROUP INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TLC GROUP INVESTMENT ADVISORS, LLC
TLC GROUP INVESTMENT ADVISORS, LLC
AUM
$136M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2151100
Firm CRD# 137814
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STATE COLLEGE?

Browse all registered financial advisors in STATE COLLEGE, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mary Magdalene Chuhinka Kurtz offer?
Mary Magdalene Chuhinka Kurtz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Mary Magdalene Chuhinka Kurtz's credentials?
Mary Magdalene Chuhinka Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Magdalene Chuhinka Kurtz located?
Mary Magdalene Chuhinka Kurtz is based in STATE COLLEGE, Pennsylvania, working with TLC GROUP INVESTMENT ADVISORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Mary Magdalene Chuhinka Kurtz charge for services?
Mary Magdalene Chuhinka Kurtz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TLC GROUP INVESTMENT ADVISORS, LLC?
TLC GROUP INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty