Talon LLC - Investment Advisers

About Talon LLC

Talon LLC is an investment adviser headquartered in San Juan, Puerto Rico, that operates under the Talon Wealth name. The firm reports $1.06 billion in regulatory assets under management and 22 employees. It is one of the investment advisers in Puerto Rico in this directory. The firm says it focuses on people who are in or near retirement. Its services include comprehensive financial planning, portfolio risk analysis, reviews of individual investments, and ongoing portfolio management. Its planning process begins with an introductory call and an information-gathering stage, followed by a meeting and a written plan covering income, expenses, and projected retirement outcomes. Talon describes its fees as a percentage of the assets it manages and states that it does not accept commissions. As a fiduciary, the firm says it is bound to act in clients' best interests. Client assets are held by third-party custodians, which the firm names as Charles Schwab, Fidelity, and Altruist. Talon is also listed among the investment advisers across the US.

Key Facts

Assets Under Management

$1.06B

Employees

22

SEC File Number

801-114857