Talon Private Wealth, Llc, FL — Investment Adviser | BuildTrust

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TALON PRIVATE WEALTH, LLC

Investment AdviceTHE VILLAGES, FL

Assets Under Management

$876.9M

Total AUM

Donut chart: Discretionary 816.0M, Non-Discretionary 60.9M
Category	Value
Discretionary	816.0M
Non-Discretionary	60.9M

Adviser Information

Field	Value
CRD Number	298714
SEC Number	801-114857
Street Address	11974 COUNTY ROAD 101
Street Address 2	SUITE 103
Location	THE VILLAGES, FL 32162
Country	United States
Phone	(352) 751-3200
Total Employees	22
Business Types	accountant

Client Count by Type (2,011 Total)

Horizontal bar chart: Individuals (other than H… 1,785, High Net Worth Individual… 226
Category	Value
Individuals (other than H…	1,785
High Net Worth Individual…	226