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Talbot Financial, LLC

● SEC registered since 2010CRD 155162SEC# 801-71859Bellevue, WA
Export (members)
Reg. AUM
$937.5M
Employees
3
Accounts
517
Location
Bellevue, WA

Talbot Financial, LLC assets under management

Talbot Financial, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2010. It reports $937.5 million in regulatory assets under management and employs 3 people.
www.talbotfinancial.comView on SEC.gov ↗

Talbot Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
James Dwyer Pirak ControlChief Compliance Officer25-50%2015
Randall Howard Talbot ControlManaging Member25-50%2010
Thomas Michael Swoffer ControlMember & Cio10-25%2020

Frequently asked questions

How much does Talbot Financial, LLC manage?

Talbot Financial, LLC reports $937.5 million in regulatory assets under management on its Form ADV.

How many employees does Talbot Financial, LLC have?

Talbot Financial, LLC reports 3 employees.

Where is Talbot Financial, LLC located?

Talbot Financial, LLC is based in Bellevue, WA and has been SEC-registered since 2010.

Does Talbot Financial, LLC disclose fund performance?

Talbot Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10500 NE 8th Street, #1700, Bellevue, WA 98004
Phone425-533-0797
Fax425-463-0061
Office hours8:00 a.m. To 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$936.7M
Non-discretionary$770K
Total (RAUM)$937.5M