|
⚲
|
| Post Resch Tallon Group Inc
✚
| |
|---|---|
| CRD # | 156302 |
| SEC # | 801-73147 |
| CIK # | |
| AUM | $255.9 MM (2024-02-23) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 585-249-1030 |
| Address | 1163 Pittsfordvictor Road Pittsford, NY 14534 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 107.8 |
| (b) Individuals (high net worth individuals) | 381 | 132.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 255.9 |
| By Discretionary | ||
| Discretionary | 784 | 240.2 |
| Non-Discretionary | 5 | 15.7 |
| Total | 789 | 255.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 254.9 | |
| Total | 789 | 255.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
|
M Group Investment Advisor LLC
✚
|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
Hassell Wealth Management LLC
✚
|
LA | 0.3 |
|
Langley Wealth Management LLC
✚
|
MS | 0.3 |
|
UniWealth Advisors Inc
✚
|
FL | 0.3 |
|
Hudson Advisor Services Inc
✚
|
NY | 0.3 |
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |
|
Arcadia Wealth Management Inc
✚
|
NY | 0.3 |