Post Resch Tallon Group, Inc.
● SEC registered since 2012CRD 156302SEC# 801-73147Pittsford, NY
Reg. AUM
$340.2M
Employees
5
Accounts
857
Location
Pittsford, NY
Post Resch Tallon Group, Inc. assets under management
Post Resch Tallon Group, Inc. operates as an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2012. It reports $340.2 million in regulatory assets under management and employs 5 people.
Post Resch Tallon Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Asa Post Control | President/Secretary | 50-75% | 2022 |
| Kerry Patrick Tallon Control | Vice President/Chief Compliance Officer/Treasurer | 25-50% | 2022 |
Frequently asked questions
How much does Post Resch Tallon Group, Inc. manage?
Post Resch Tallon Group, Inc. reports $340.2 million in regulatory assets under management on its Form ADV.
How many employees does Post Resch Tallon Group, Inc. have?
Post Resch Tallon Group, Inc. reports 5 employees.
Where is Post Resch Tallon Group, Inc. located?
Post Resch Tallon Group, Inc. is based in Pittsford, NY and has been SEC-registered since 2012.
Does Post Resch Tallon Group, Inc. disclose fund performance?
Post Resch Tallon Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1163 Pittsford-Victor Road, Suite 240, Pittsford, NY 14534 |
| Phone | 585-249-1030 |
| Fax | 585-249-1037 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$340.2M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$340.2Mregulatory AUM
Discretionary $314.4MNon-discretionary $25.8M