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
By the Numbers
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Total Assets Under Management843MILLION
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Total Number of Accounts8,813ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (CRD# 7860148) is an Investment Advisor Representative working at Talon Private Wealth, LLC in Longwood, FL and has 1 year of experience in the finance industry.
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