Post Resch Tallon Group

$340.2MAssets under management
as of Mar 2026 · SEC Form ADV
Pittsford, NY
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Tech stack

No one at Post Resch Tallon Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Post Resch Tallon Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
AssetMark
Per Form ADV · $24M held · filed Feb 2024
SEI
Per Form ADV · $12M held · filed Feb 2024
Client Data Gathering