TALON PRIVATE WEALTH, LLC

THE VILLAGES, Florida·4 registered advisors·CRD# 298714
SEC# 801-11485714(352) 751-3200
01

Firm Overview

AUM
$843M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TALON PRIVATE WEALTH, LLC

4 registered advisors
Jesse Case
THE VILLAGES, Florida
Jill Anne Veenstra
THE VILLAGES, Florida
Mallory Pagano
THE VILLAGES, Florida
Robert Michael Lester
THE VILLAGES, Florida
05

Office Locations

THE VILLAGES, Florida
4 advisors

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Data sourced from SEC Form ADV filings. TALON PRIVATE WEALTH, LLC (CRD# 298714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.