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POST RESCH TALLON GROUP
1163 Pittsford-Victor Road
Suite 240
Pittsford, New York 14534
Tel: 585-249-1030
About POST RESCH TALLON GROUP
POST RESCH TALLON GROUP, formally registered with the SEC as POST RESCH TALLON GROUP. The firm was established in 02/10/2012. They have over 1 offices throughout the country.
POST RESCH TALLON GROUP is a Pittsford, New York based Financial Planning firm with nearly $293,093,524 assets under management, offering retirement planning & investment advisory services to 852 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156302 |
| SEC# | 801-73147 |
| Assets Managed by Firm | $293,093,524 |
| No. of Clients | 852 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 852 | $293,093,524 |
| Individuals (other than high net worth individuals) | 280 | $87,928,059 |
| High net worth individuals | 125 | $205,165,465 |
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