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Building 2TALON LLC

Map pinSAN JUAN, PR
Phone(352) 751-3200
NotebookSEC #801-114857
Total AUM
$1.1B
Employees
22
Clients
1,922

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
151 CALLE DE SAN FRANCISCO
SUITE 200
SAN JUAN
PR 00901
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(352) 751-3200
Other Offices
13

ReceiptFinancials

Total AUM
$1.1B
Accounts
11,189
Discretionary
$796.1M
Accounts
7,916
Non-Discretionary
$264.2M
Accounts
3,273

ContactClients

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Individual Clients
1,823
AUM
$866M
HNW Individual Clients
98
AUM
$189.5M
Corporation or Business Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAMINENVOKORPRTXUTWA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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