Post Resch Tallon Group

RIASEC RegisteredEst. 2012
Total AUM
$340M
Discretionary
$314M
92% of AUM
Avg account
$397K
Accounts
857
Employees
5
Advisory reps
6

Firm details

Headquarters
Pittsford, New York
CRD number
156302
Registered since
February 10, 2012
Website
postreschtallon.com
Custodians
CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI72.83%
  • Individuals27.17%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Post Resch Tallon Group is an independent, SEC-registered RIA serving individual and family clients. The firm operates on a percentage-of-AUM fee model and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. It is organized as a corporation, owned by individuals, and has been SEC-registered since 2012. The firm does not market itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 44%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities44%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

3 of 6
  • Kerry Tallon

    Kerry Tallon

    Co-Founder and OwnerCRD 2771471

  • Samuel Post

    Samuel Post

    Financial AdvisorCRD 6340554

  • Wendy Devinny

    Wendy Devinny

    Registered RepresentativeCRD 3233792

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$101M in ETFs

Passive

89%

$89.5M

Active

7%

$11.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$15M20,00514.86%
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Location

Primary office

Pittsford, NY

Monroe

Location

Pittsford, NY

Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
1163 Pittsford Victor Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth