Post Resch Tallon Group is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 27, 2026, reports $340M in regulatory assets under management, 5 employees, and 857 accounts.
Assets Under Management
$340M
Employees
5
Offices
--
Total Clients
440
Primary office
PITTSFORD, NY
1163 PITTSFORD-VICTOR ROAD, SUITE 240, PITTSFORD, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
305
2
HNWI
30.7%
135
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$340Mas of March 27, 2026
Discretionary92.4%
$314M
92% of total RAUM92.4%
Non-discretionary7.6%
$26M
8% of total RAUM7.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$340M
Total Accounts857
10Y AUM Change+$251M (+280.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee88:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.