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Home > Retirement Planners > washington > bellevue > TALBOT FINANCIAL, LLC
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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