Talon Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

11974 County Road 101 Ste 103, The Villa...

Phone Number

(352) 751-3200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
1
1
1
2
1

About Talon Wealth Management

Talon Wealth is an independent, fiduciary financial advisor that specializes in retirement planning and investment strategies for individuals in or near retirement. They offer services such as comprehensive financial planning, portfolio risk analysis, and investment reviews to help clients navigate their financial futures. The company focuses on understanding clients' unique goals and needs to create tailored strategies for financial well-being. With multiple locations across the United States, Talon Wealth aims to empower clients to enjoy their lives while securing their financial futures.Explore more
Talon Wealth Management's Social MediaPopular SearchesTalon Wealth ManagementTalon Wealth Management IncTalon WealthTalon GroupTalon Group Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Talon Wealth Management Org Chart

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NV
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Chief Operations Officer

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Director, Operations

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Talon Wealth Management

<$5M
11-50
Private
-
2014
NV
Nancy VioratoChief Operations Officer
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Talon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Talon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Talon Wealth Management.

Talon Wealth Management Tech Stack

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Frequently Asked Questions Regarding Talon Wealth Management

What is Talon Wealth Management's official website?
Talon Wealth Management's official website is www.talonwm.com
What is Talon Wealth Management's Revenue?
Talon Wealth Management's revenue is <$5 Million
What is Talon Wealth Management's SIC code?
Talon Wealth Management's SIC: 62,628
What is Talon Wealth Management's NAICS code?
Talon Wealth Management's NAICS: 52,523
How many employees does Talon Wealth Management have?
Talon Wealth Management has 11-50 employees
What industry does Talon Wealth Management belong to?
Talon Wealth Management is in the industry of: Finance, Securities Trading
What is Talon Wealth Management competition?
Talon Wealth Management top competitors include: Your Nest Egg, Stockade Wealth Management, Phase 2 Wealth Advisors, Anchor Wealth Management
What technology does Talon Wealth Management use?
Some of the popular technologies that Talon Wealth Management uses are: WordPress.org, PHP, Marchex, HubSpot Marketing Free
How do I contact Talon Wealth Management?
Talon Wealth Management contact info: Phone number: (352) 751-3200 Website: www.talonwm.com
What does Talon Wealth Management do?

Talon Wealth is an independent, fiduciary financial advisor that specializes in retirement planning and investment strategies for individuals in or near retirement. They offer services such as comprehensive financial planning, portfolio risk analysis, and investment reviews to help clients navigate their financial futures. The company focuses on un... derstanding clients' unique goals and needs to create tailored strategies for financial well-being. With multiple locations across the United States, Talon Wealth aims to empower clients to enjoy their lives while securing their financial futures.Read More

What are Talon Wealth Management social media links?
Talon Wealth Management Linkedin page Talon Wealth Management Facebook page
Is Talon Wealth Management a public company?
Talon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Talon Wealth Management

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