Talon Private Wealth, Llc
The Villages, Florida
5.0
2 Reviews
Talon Private Wealth, LLC, headquartered in The Villages, FL, is a highly regarded local investment advisory firm. With over 1,780 individual clients and an impressive $826,441,000 in assets under management, Talon Private Wealth has established itself as a trusted financial partner in the community. They operate from 15 offices, serving a diverse range of clients. The firm's expertise extends to employer 401Ks and individual portfolios, accounting for nearly half of their assets under management. They possess extensive experience in this field, allowing them to provide tailored solutions and guidance to maximize client returns. ...
See more
Loading...

Assets Under Mgmt

$826.44M

Investment Professionals

8

Locations

14

% 401K & Individual

61%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other Business Activities
Accountant or accounting firm
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.