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Building 2TALBOT FINANCIAL, LLC

Map pinBELLEVUE, WA
Phone425-533-0797
NotebookSEC #801-71859
Total AUM
$1.3B
Employees
3
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10500 NE 8TH STREET, #1700
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM TO 3:00 PM
Monday - Friday
Phone
425-533-0797

ReceiptFinancials

Total AUM
$1.3B
Accounts
530
Discretionary
$1.3B
Accounts
528
Non-Discretionary
$809K
Accounts
2

ContactClients

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Individual Clients
19
AUM
$4.6M
HNW Individual Clients
250
AUM
$1.3B

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNMTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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