|
⚲
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| Talon Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 298714 |
| SEC # | 801-114857 |
| CIK # | |
| AUM | $826.4 MM (2023-03-31) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Phone | 352-751-3200 |
| Address | 11974 County Road 101 The Villages, FL 32162 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,783 | 506.0 |
| (b) Individuals (high net worth individuals) | 188 | 320.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,058 | 826.4 |
| By Discretionary | ||
| Discretionary | 3,559 | 761.0 |
| Non-Discretionary | 499 | 65.5 |
| Total | 4,058 | 826.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 826.4 | |
| Total | 4,058 | 826.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Headinvest LLC
✚
|
ME | 0.8 |
|
Northern Trust Securities Inc
✚
|
IL | 0.8 |
|
Halpern Financial Inc
✚
|
VA | 0.8 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.8 |
|
Associated Investment Services Inc
✚
|
WI | 0.8 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Private Portfolio Partners LLC
✚
|
NJ | 0.8 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.8 |
|
Accel Wealth Management LLC
✚
|
IA | 0.8 |