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Talon Private Wealth LLC
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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) |
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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 |