Talon Private Wealth LLC

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Assets, Funds, Holdings

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Talon Private Wealth LLC
CRD #298714
SEC #801-114857
CIK #
AUM $826.4 MM (2023-03-31)
Employees 22 (36% Investors, 0% Brokers)
Phone352-751-3200
Address11974 County Road 101
The Villages, FL 32162
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($MM)
90072054036018002010201420192024
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
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IL 0.8
Halpern Financial Inc
VA 0.8
Ironvine Capital Partners LLC
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Associated Investment Services Inc
WI 0.8
Adams Asset Advisors LLC
TX 0.8
Hutchinson Capital Management
CA 0.8
Private Portfolio Partners LLC
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Minneapolis Portfolio Management Group LLC
MN 0.8
Accel Wealth Management LLC
IA 0.8
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