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| Happy Holidays!! thanks for using AUM13F!! |
| Hornor Townsend & Kent LLC
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| CRD # | 4031 |
| SEC # | 801-56151 |
| CIK # | 0001606217 |
| AUM | $7.8 B (2025-03-28) |
| Employees | 442 (90% Investors, 97% Brokers) |
| Phone | 215-957-7300 |
| Address | 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,584 | 3.1 |
| (b) Individuals (high net worth individuals) | 3,600 | 3.9 |
| (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 | 111 | 0.1 |
| (h) Charitable organizations | 24 | 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 | 203 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 31,522 | 7.8 |
| By Discretionary | ||
| Discretionary | 1,302 | 0.4 |
| Non-Discretionary | 30,220 | 7.4 |
| Total | 31,522 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.8 | |
| Total | 31,522 | 7.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001606217] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hornor Townsend & Kent Inc | Telephone & Data Systems Inc | [2015-04-16] |
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|---|---|---|
|
Joel Isaacson & Co LLC
✚
|
NY | 8.0 |
|
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KY | 8.0 |
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VA | 7.7 |
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Cadaret Grant & Co Inc
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Advisor Partners II LLC
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CA | 7.7 |
|
Guided Choice Asset Management Inc
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|
Wedge Capital Management LLP
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NC | 7.7 |
|
Stephens Investment Management Group LLC
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AR | 7.6 |
|
Harbour Investments Inc
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WI | 7.6 |
|
Marshfield Associates Inc
✚
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DC | 7.5 |