This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$340MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$314M

Private client RAUM

$340MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$56.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

857

Individual clients

305

High net worth clients

135

SEC number

801-73147

CRD

156302

Filings on the tape

25

First filed

Feb 3, 2012

Latest filed

Mar 27, 2026

Organised

Corporation, NY

Website

postreschtallon.com

• Occurred

  Jul 10, 2025
  Team lift-out

  5 advisors left Cadaret Grant & CO Inc (Pittsford, NY) for Post Resch Tallon Group on the same day

  Form ADVobserved 4 days ago
  5 advisors
• Occurred

  Jan 17, 2022
  Control person left

  Patrick David Resch (President) no longer on Schedule A of Post Resch Tallon Group (listed 2021-04-12, absent 2022-01-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f900565d-0698-b2b6-308e-ac1f3f01d3a3

First observed

Feb 3, 2012

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.