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Talbot Financial, LLC

EST. AUM
$1,340,535,838

CONTACTS
1

CLIENT ACCOUNTS
530

Firm Details

Metro area Seattle
CRD Number 155162
Website talbotfinancial.com
Client types

Overview

Talbot Financial, LLC is an investment advisory firm based in Bellevue, Washington, specializing in individual equities, fixed income, and income-producing real estate projects. Founded in 2010 by Randy Talbot, the former CEO of both insurance and brokerage companies, the firm was created to address the wealth management needs of families. With over $900 million in equity investments under management, Talbot Financial also operates Talbot Properties, LLC, a separate entity that focuses on services related to income-producing real estate projects.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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