POST RESCH TALLON GROUP
POST RESCH TALLON GROUP, INC. Legal Name
Adviser information for POST RESCH TALLON GROUP last updated from Form ADV on February 23rd, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 784 | $240.2M |
| Non-Discretionary | 5 | $15.7M |
| Total | 789 | $255.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 263 | $107.8M |
| HNW Individuals | 381 | $132.4M |
| 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 | 5 | $15.7M |
| 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 | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-73147 |
|---|---|
| SEC ERA File Number | 801-73147 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156302 |
| Legal Entity Identifier | None |
Principal Office
1163 PITTSFORD-VICTOR ROADSUITE 240
PITTSFORD
NY
United States
Monday - Friday, 8:30 A.M. - 4:30 P.M.
Tel: 585-249-1030, Fax: 585-249-1037
Websites
Chief Compliance Officer
KERRY P. TALLON
CHIEF COMPLIANCE OFFICER
1163 PITTSFORD-VICTOR RD. SUIITE 240
PITTSFORD
NY
United States
Tel:
585-249-1030
Fax:
585-249-1037
K**@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POST, JOHN, ASA | Individual | – | PRESIDENT/SECRETARY | 01/2022 | 50-75% |
| TALLON, KERRY, PATRICK | Individual | – | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | 01/2022 | 25-50% |