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Building 2POST RESCH TALLON GROUP

Map pinPITTSFORD, NY
Phone585-249-1030
NotebookSEC #801-73147
Total AUM
$340.2M
Employees
5
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1163 PITTSFORD-VICTOR ROAD
SUITE 240
PITTSFORD
NY 14534
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
585-249-1030

ReceiptFinancials

Total AUM
$340.2M
Accounts
857
Discretionary
$314.4M
Accounts
839
Non-Discretionary
$25.8M
Accounts
18

ContactClients

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Individual Clients
305
AUM
$92.4M
HNW Individual Clients
135
AUM
$247.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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