RIA Intelligence

POST RESCH TALLON GROUP, INC.

Legal name: POST RESCH TALLON GROUP

CRD #156302 SEC #801-73147 PITTSFORD, NY 585-249-1030
SEC Registered
Total AUM
$293.1M
Discretionary
$264.8M
Employees
6
Clients
101
Accounts
852

AUM Over Time

DateAug 2025
Total AUM$293.1M
Discretionary$264.8M
Non-Disc.$28.3M
Employees6
Clients0
DateJul 2025
Total AUM$293.1M
Discretionary$264.8M
Non-Disc.$28.3M
Employees6
Clients0
DateMar 2025
Total AUM$293.1M
Discretionary$264.8M
Non-Disc.$28.3M
Employees6
Clients0
DateFeb 2025
Total AUM$293.1M
Discretionary$264.8M
Non-Disc.$28.3M
Employees6
Clients0
DateFeb 2024
Total AUM$255.9M
Discretionary$240.2M
Non-Disc.$15.7M
Employees5
Clients0
DateSep 2023
Total AUM$216.3M
Discretionary$203.1M
Non-Disc.$13.3M
Employees6
Clients0
DateMar 2023
Total AUM$216.3M
Discretionary$203.1M
Non-Disc.$13.3M
Employees5
Clients0
DateJan 2022
Total AUM$200M
Discretionary$180M
Non-Disc.$20M
Employees5
Clients0
DateApr 2021
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees5
Clients0
DateJan 2021
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees5
Clients0
DateMay 2020
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees5
Clients0
DateMay 2020
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees5
Clients0
DateFeb 2020
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees5
Clients0
DateMar 2019
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees9
Clients0
DateOct 2018
Total AUM$93.7M
Discretionary$84.4M
Non-Disc.$9.2M
Employees5
Clients0
DateJan 2018
Total AUM$93.7M
Discretionary$84.4M
Non-Disc.$9.2M
Employees5
Clients0
DateSep 2017
Total AUM$89.4M
Discretionary$80.1M
Non-Disc.$9.2M
Employees5
Clients200
DateJan 2017
Total AUM$89.4M
Discretionary$80.1M
Non-Disc.$9.2M
Employees5
Clients200
DateJan 2016
Total AUM$78.9M
Discretionary$72.2M
Non-Disc.$6.7M
Employees4
Clients300
DateJan 2015
Total AUM$80.6M
Discretionary$73.3M
Non-Disc.$7.2M
Employees4
Clients200
DateFeb 2014
Total AUM$74.4M
Discretionary$67.3M
Non-Disc.$7M
Employees4
Clients129
DateMar 2013
Total AUM$61.8M
Discretionary$4.2M
Non-Disc.$57.6M
Employees4
Clients129
DateFeb 2012
Total AUM$52.2M
Discretionary$49.7M
Non-Disc.$2.6M
Employees1
Clients129