TALBOT FINANCIAL, LLC

10500 Ne 8th Street, #1700
Bellevue, Washington 98004
Tel: 425-533-0797

About TALBOT FINANCIAL, LLC

TALBOT FINANCIAL, LLC, formally registered with the SEC as TALBOT FINANCIAL, LLC. The firm was established in 10/21/2010. They have over 1 offices throughout the country.

TALBOT FINANCIAL, LLC is a Bellevue, Washington based Financial Planning firm with nearly $937,470,662 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155162
SEC#	801-71859
Assets Managed by Firm	$937,470,662
No. of Clients	517
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	517	$937,470,662
Individuals (other than high net worth individuals)	16	$5,074,837
High net worth individuals	247	$932,395,825

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