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| Post Resch Tallon Group Inc
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|---|---|
| CRD # | 156302 |
| SEC # | 801-73147 |
| CIK # | 0002054476 |
| AUM | $293.1 M (2025-07-15) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 585-249-1030 |
| Address | 1163 Pittsfordvictor Road Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054476 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadstone Net Lease Inc | 4.8 | ||
| Exelixis Inc | 3.2 | ||
| Metropcs Communications Inc | 2.3 | ||
| Digimarc Corp | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Asure Software Inc | 1.4 | ||
| International Business Machines Corp | 1.2 | ||
| Apple Inc | 1.2 | ||
| Codexis Inc | 1.1 | ||
| Nvidia Corp | 1.1 | ||
| Omega Healthcare Investors Inc | 1.1 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 87.9 |
| (b) Individuals (high net worth individuals) | 125 | 205.2 |
| (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 | 852 | 293.1 |
| By Discretionary | ||
| Discretionary | 696 | 264.8 |
| Non-Discretionary | 156 | 28.3 |
| Total | 852 | 293.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.1 | |
| Total | 852 | 293.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054476] |
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|---|---|---|
|
NWM Advisors LLC
✚
|
CA | 0.3 |
|
Centerline Wealth Advisors LLC
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|
KY | 0.3 |
|
Key Capital Management Inc
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TN | 0.3 |
|
Triton Financial Group Inc
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OK | 0.3 |
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Nicholson Meyer Capital Management Inc
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MO | 0.3 |
|
Optima Capital LLC
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OR | 0.3 |
|
WFG Capital Advisors LLC
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|
AL | 0.3 |
|
North Capital Inc
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|
UT | 0.3 |
|
Panoramic Investment Advisors LLC
✚
|
CO | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |