Overview
Assets Under Management: $937 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 247
Average Client Assets: $4 million
Frequently Asked Questions
TALBOT FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155162), TALBOT FINANCIAL, LLC is subject to fiduciary duty under federal law.
TALBOT FINANCIAL, LLC is headquartered in BELLEVUE, WA.
TALBOT FINANCIAL, LLC serves 247 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, TALBOT FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
TALBOT FINANCIAL, LLC manages $937 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, TALBOT FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
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