RIA Intel›Advisers›Washington›TALLEY FINANCIAL, INC

TALLEY FINANCIAL, INC

Advisory

WA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$141K
across 105 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$15M
Discretionary %
97.2%
Clients
105
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$14M
Non-Discretionary AUM$416K
Discretionary %97.2%
Total Clients105
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

A5 FINANCIAL LLC
BOTHELL, WA
$15M
GUILLET CAPITAL MANAGEMENT, LLC
BELLEVUE, WA
$15M
LATTICEWORK CAPITAL, LLC
$14M
RADIANT ASSET MANAGEMENT, LLC
REDMOND, WA
$14M
VISION CASTING FINANCIAL PLANNING, LLC
SPOKANE, WA
$14M
KLAHANIE INVESTMENT LLC
$14M

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