TALON PRIVATE WEALTH, LLC
Adviser information for TALON PRIVATE WEALTH, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7,844 | $786.6M |
| Non-Discretionary | 969 | $56.7M |
| Total | 8,813 | $843.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,778 | $487.8M |
| HNW Individuals | 203 | $355.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 93 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-114857 |
|---|---|
| SEC ERA File Number | 801-114857 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298714 |
| Legal Entity Identifier | None |
Principal Office
11974 COUNTY ROAD 101SUITE 103
THE VILLAGES
FL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: (352) 751-3200, Fax: None
Chief Compliance Officer
DARA BIEDERMAN
CCO
44 MILTON AVENUE
ALPHARETTA
GA
United States
Tel:
770-462-2118
D*************@**************M
(Full email address available in API data)
Regulatory Contact
ROBERT LESTER
CEO, FOUNDER
11974 COUNTY RD 101
SUITE 103
THE VILLAGES
FL
United States
M*********@**********M
(Full email address available in API data)
Industry Affiliates
| EPIC FINANCIAL GROUP, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LESTER, ROBERT, MICHAEL | Individual | – | MANAGING MEMBER | 02/2019 | > 75% |
| SHAVER, LEILA, MEHRIZI | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |