TALBOT FINANCIAL, LLC
CRD #155162 SEC #801-71859 BELLEVUE, WA 425-533-0797
SEC Registered
Total AUM
$937.5M
Discretionary
$936.7M
Employees
3
Clients
--
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $937.5M | $936.7M | $770.3K | 3 | 0 |
| Feb 2024 | $748.3M | $747.8M | $513K | 3 | 0 |
| Feb 2023 | $520.6M | $520.2M | $411.2K | 3 | 0 |
| Feb 2022 | $647.1M | $646.6M | $426.3K | 3 | 0 |
| Mar 2021 | $401.4M | $401.1M | $289.2K | 3 | 0 |
| Jun 2020 | $321.3M | $321.1M | $198.5K | 4 | 0 |
| Mar 2020 | $321.3M | $321.1M | $198.5K | 4 | 0 |
| Mar 2020 | $321.3M | $321.1M | $198.5K | 4 | 0 |
| Jul 2019 | $220.4M | $220.3M | $94.7K | 3 | 0 |
| Feb 2019 | $220.4M | $220.3M | $94.7K | 2 | 0 |
| Aug 2018 | $204.3M | $204.2M | $54.7K | 2 | 0 |
| Aug 2018 | $204.3M | $204.2M | $54.7K | 2 | 0 |
| Jan 2018 | $204.3M | $204.2M | $54.7K | 2 | 0 |
| Jan 2018 | $204.3M | $204.2M | $54.7K | 2 | 0 |
| Apr 2017 | $154.8M | $154.8M | $0 | 3 | 26 |
| Mar 2017 | $154.8M | $154.8M | $0 | 3 | 26 |
| Sep 2016 | $110.5M | $110.5M | $0 | 2 | 26 |
| Mar 2016 | $110.5M | $110.5M | $0 | 2 | 26 |
| Dec 2015 | $124.9M | $124.9M | $0 | 3 | 26 |
| Nov 2015 | $124.9M | $124.9M | $0 | 3 | 26 |
| Oct 2015 | $124.9M | $124.9M | $0 | 3 | 26 |
| Mar 2015 | $124.9M | $124.9M | $0 | 3 | 26 |
| Jan 2015 | $120.2M | $80M | $40.2M | 2 | 26 |
| Jan 2014 | $120.2M | $80M | $40.2M | 2 | 26 |
| Sep 2013 | $107.1M | $81.4M | $25.7M | 1 | 26 |
| Feb 2013 | $107.1M | $81.4M | $25.7M | 1 | 26 |
| Mar 2012 | $97.1M | $81.8M | $15.3M | 1 | 101 |
| Mar 2011 | $36.8M | $36.8M | $0 | 5 | -- |
| Feb 2011 | $36.8M | $36.8M | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$937.5M
Discretionary$936.7M
Non-Disc.$770.3K
Employees3
Clients0
DateFeb 2024
Total AUM$748.3M
Discretionary$747.8M
Non-Disc.$513K
Employees3
Clients0
DateFeb 2023
Total AUM$520.6M
Discretionary$520.2M
Non-Disc.$411.2K
Employees3
Clients0
DateFeb 2022
Total AUM$647.1M
Discretionary$646.6M
Non-Disc.$426.3K
Employees3
Clients0
DateMar 2021
Total AUM$401.4M
Discretionary$401.1M
Non-Disc.$289.2K
Employees3
Clients0
DateJun 2020
Total AUM$321.3M
Discretionary$321.1M
Non-Disc.$198.5K
Employees4
Clients0
DateMar 2020
Total AUM$321.3M
Discretionary$321.1M
Non-Disc.$198.5K
Employees4
Clients0
DateMar 2020
Total AUM$321.3M
Discretionary$321.1M
Non-Disc.$198.5K
Employees4
Clients0
DateJul 2019
Total AUM$220.4M
Discretionary$220.3M
Non-Disc.$94.7K
Employees3
Clients0
DateFeb 2019
Total AUM$220.4M
Discretionary$220.3M
Non-Disc.$94.7K
Employees2
Clients0
DateAug 2018
Total AUM$204.3M
Discretionary$204.2M
Non-Disc.$54.7K
Employees2
Clients0
DateAug 2018
Total AUM$204.3M
Discretionary$204.2M
Non-Disc.$54.7K
Employees2
Clients0
DateJan 2018
Total AUM$204.3M
Discretionary$204.2M
Non-Disc.$54.7K
Employees2
Clients0
DateJan 2018
Total AUM$204.3M
Discretionary$204.2M
Non-Disc.$54.7K
Employees2
Clients0
DateApr 2017
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees3
Clients26
DateSep 2016
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees2
Clients26
DateDec 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees3
Clients26
DateNov 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees3
Clients26
DateOct 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees3
Clients26
DateJan 2015
Total AUM$120.2M
Discretionary$80M
Non-Disc.$40.2M
Employees2
Clients26
DateJan 2014
Total AUM$120.2M
Discretionary$80M
Non-Disc.$40.2M
Employees2
Clients26
DateSep 2013
Total AUM$107.1M
Discretionary$81.4M
Non-Disc.$25.7M
Employees1
Clients26
DateFeb 2013
Total AUM$107.1M
Discretionary$81.4M
Non-Disc.$25.7M
Employees1
Clients26
DateMar 2012
Total AUM$97.1M
Discretionary$81.8M
Non-Disc.$15.3M
Employees1
Clients101
DateMar 2011
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--