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| Post Resch Tallon Group Inc
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|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054476 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RM Private Wealth Management Inc
✚
|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
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Phillips Wealth Planners LLC
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Gunpowder Capital Management LLC
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Eltekon Advisors LLC
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|
Quantum Portfolio Management LLC
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NY | 339.6 M |
|
AP Wealth Management LLC
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GA | 339.6 M |
|
Longview Asset Management LLC
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|
Turning Point Benefit Group Inc
✚
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MD | 339.4 M |