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TALON LLC
CRD 298714 · SEC 801-114857
151 CALLE DE SAN FRANCISCO, SUITE 200, SAN JUAN, PR, 00901, United States
Phone
(352) 751-3200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$796.1M
Team
22 total employees; 8 advisory reps; 93 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1823 | $866.0M |
| High net worth individuals | 98 | $189.5M |
States served
AZ, CA, CO, GA, IA, MI, NE, NV, OK, OR, PR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD