Talley Financial
RIAState Registered
Total AUM
$14.8M
Discretionary
$14.3M
97% of AUM
Avg account
$141K
Accounts
105
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 117053
- Website
- www.talleyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.42%
- Individuals41.24%
- Corporations / Businesses6.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Talley Financial is an independent, individually owned advisory firm registered in Washington. The firm combines financial planning and portfolio management for individuals, families and small-business owners with insurance brokerage services. Compensation comes primarily from a percentage-of-assets fee and from hourly charges; the business also offers annuity products through its insurance activities. Talley Financial does not position itself as an ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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