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HORNOR, TOWNSEND & KENT, LLC
CONSHOHOCKEN, PA
215-957-7300
SEC #801-56151Total AUM
$9B
Employees
485Clients
28,369Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
161 WASHINGTON STREET
CONSHOHOCKEN
PA 19428
United States
CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
215-957-7300
Other Offices
250
Financials
Total AUM
$9B
Accounts
28,369Discretionary
$648.2M
Accounts
1,905Non-Discretionary
$8.4B
Accounts
26,464
Clients
Individual Clients
27,446AUM
$7.2B
HNW Individual Clients
553AUM
$1B
Pension/Profit Sharing Plan Clients
122AUM
$55.4M
Charitable Organization Clients
25AUM
$9.9M
Corporation or Business Clients
223AUM
$716.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRAIL COMMISSIONS, DISTRIBUTION ASSISTANCE FEES
Compliance
Disclosures
Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.