Talon Private Wealth, LLC

Talon Private Wealth, LLC (CRD# 298714) is a financial advisory firm headquartered in The Villages, FL. They manage $843,286,851 in 8,813 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
11974 County Road 101, Suite 103, The Villages, FL 32162
http://www.talonwm.com
By the Numbers
  • Total Assets Under Management
    843
    MILLION
  • Total Number of Accounts
    8,813
    ACCOUNTS
  • Average Account Value
    $95,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, MI, NE, NV, OK, OR, TX, UT, WA

Financial Advisors at Talon Private Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anastasia Fusco, financial advisor The Villages FL
Anastasia M. Fusco
CRD#: 7222031
11974 County Road 101, Suite 103, The Villages, FL 32162

Anastasia Fusco (CRD# 7222031) is an Investment Advisor Representative working at Talon Private Wealth, LLC in The Villages, FL and has over 2 years of experience in the finance industry.

2
Matthew Jones, financial advisor The Villages FL
Matthew E. Jones
CRD#: 7860148
11974 County Road 101, Suite 103, The Villages, FL 32162

Matthew Jones (CRD# 7860148) is an Investment Advisor Representative working at Talon Private Wealth, LLC in The Villages, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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