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TALBOT FINANCIAL, LLC
CRD 155162 · SEC 801-71859
10500 NE 8TH STREET, #1700, BELLEVUE, WA, 98004, United States
Phone
425-533-0797
Fax
425-463-0061
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.6M |
| High net worth individuals | 250 | $1.34B |
States served
CA, NM, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD