TALON PRIVATE WEALTH, LLC

11974 County Road 101
Suite 103
The Villages, Florida 32162
Tel: (352) 751-3200

About TALON PRIVATE WEALTH, LLC

TALON PRIVATE WEALTH, LLC, formally registered with the SEC as TALON PRIVATE WEALTH, LLC. The firm was established in 03/15/2019. They have over 15 offices throughout the country.

TALON PRIVATE WEALTH, LLC is a The Villages, Florida based Financial Planning firm with nearly $843,286,851 assets under management, offering retirement planning & investment advisory services to 8813 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298714
SEC#	801-114857
Assets Managed by Firm	$843,286,851
No. of Clients	8813
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8813	$843,286,851
Individuals (other than high net worth individuals)	1778	$487,768,468
High net worth individuals	203	$355,518,383

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