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POST RESCH TALLON GROUP
POST RESCH TALLON GROUP, INC.
CRD 156302 · SEC 801-73147
1163 PITTSFORD-VICTOR ROAD, SUITE 240, PITTSFORD, NY, 14534, United States
Phone
585-249-1030
Fax
585-249-1037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$340.2M
Discretionary AUM
$314.4M
Team
5 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $92.4M |
| High net worth individuals | 135 | $247.7M |
States served
MA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD