Overview
Assets Under Management: $937 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 247
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.46
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 517
Discretionary Accounts: 514
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 155162
Last Filing Date: 2025-02-18 00:00:00
Website: https://talbotfinancial.com