|
⚲
|
| Post Resch Tallon Group Inc
✚
|
|
|---|---|
| CRD # | 156302 |
| SEC # | 801-73147 |
| CIK # | 0002054476 |
| AUM | $340.2 M (2026-03-27) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 585-249-1030 |
| Address | 1163 Pittsfordvictor Road Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Broadstone Net Lease Inc | 5.2 | |
| Exelixis Inc | 2.7 | |
| Corning Inc /NY | 2.3 | |
| Microsoft Corp | 1.8 | |
| Apple Inc | 1.7 | |
| Nvidia Corp | 1.7 | |
| Metropcs Communications Inc | 1.6 | |
| International Business Machines Corp | 1.4 | |
| Omega Healthcare Investors Inc | 1.4 | |
| Codexis Inc | 1.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 92.4 |
| (b) Individuals (high net worth individuals) | 135 | 247.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 857 | 340.2 |
| By Discretionary | ||
| Discretionary | 839 | 314.4 |
| Non-Discretionary | 18 | 25.8 |
| Total | 857 | 340.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.2 | |
| Total | 857 | 340.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054476] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RM Private Wealth Management Inc
✚
|
FL | 0.3 |
|
Premia Global Advisors LLC
✚
|
FL | 0.3 |
|
Cap Six Advisors LLC
✚
|
TX | 0.3 |
|
Phillips Wealth Planners LLC
✚
|
MS | 0.3 |
|
Gunpowder Capital Management LLC
✚
|
MD | 0.3 |
|
Eltekon Advisors LLC
✚
|
TX | 0.3 |
|
Quantum Portfolio Management LLC
✚
|
NY | 0.3 |
|
AP Wealth Management LLC
✚
|
GA | 0.3 |
|
Longview Asset Management LLC
✚
|
NM | 0.3 |
|
Turning Point Benefit Group Inc
✚
|
MD | 0.3 |