|
⚲
|
| Hornor Townsend & Kent LLC
✚
|
|
|---|---|
| CRD # | 4031 |
| SEC # | 801-56151 |
| CIK # | 0001606217 |
| AUM | $9.0 B (2026-04-24) |
| Employees | 485 (88% Investors, 96% Brokers) |
| Phone | 215-957-7300 |
| Address | 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,446 | 7.2 |
| (b) Individuals (high net worth individuals) | 553 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 122 | 0.1 |
| (h) Charitable organizations | 25 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 223 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 28,369 | 9.0 |
| By Discretionary | ||
| Discretionary | 1,905 | 0.6 |
| Non-Discretionary | 26,464 | 8.4 |
| Total | 28,369 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 28,369 | 9.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001606217] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hornor Townsend & Kent Inc | Telephone & Data Systems Inc | [2015-04-16] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Joel Isaacson & Co LLC
✚
|
NY | 9.3 |
|
Crawford Investment Counsel Inc
✚
|
GA | 9.1 |
|
Alphacore Capital LLC
✚
|
CA | 9.0 |
|
Crossmark Global Investments Inc
✚
|
TX | 9.0 |
|
Kingsview Wealth Management LLC
✚
|
OR | 9.0 |
|
Key Investment Services LLC
✚
|
OH | 8.9 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 8.8 |
|
Capital Analysts LLC
✚
|
PA | 8.8 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8.8 |
|
Forum Financial Management LP
✚
|
IL | 8.7 |