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POST RESCH TALLON GROUP

PITTSFORD, NY · CRD 156302 · IAPD ↗ · postreschtallon.com · 585-249-1030

$340.2MRegulatory AUM
5Advisory reps
5Employees
4Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — POST RESCH TALLON GROUP notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.