Talon LLC

$1.06BAssets under management
as of Sep 2026 · SEC Form ADV
San Juan, PR
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Tech stack

No one at Talon LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Talon LLC'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
Fidelity
Per Form ADV · $661M held · filed Oct 2024
Schwab
Per Form ADV · $73M held · filed Oct 2024
Altruist
Per Form ADV · $1M held · filed Oct 2024
Nationwide
Per Form ADV · $1M held · filed Oct 2024