Facts and Insights
HORNOR, TOWNSEND & KENT, LLC (HTK) is a premier financial advisory firm that provides comprehensive wealth management services to clients across the United States. With over 75 years of experience in the industry, HTK has established itself as a trusted and respected financial expert, offering personalized solutions and sound advice to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized wealth management services
- Experienced and knowledgeable financial experts
- Comprehensive solutions for long-term financial success
- Strategic planning and tailored advice
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, HTK has over $15 billion in assets under management and a team of over 200 advisors. The firm has been in business since 1946, providing consistent and reliable financial guidance to clients for over 75 years.
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 1946 | $15+ | 200+ |
Financial Services Offered:
HTK offers a wide range of financial services to address the various needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types:
HTK caters to a diverse clientele, including individuals, families, and businesses of all sizes. The firm takes a personalized approach to each client, understanding their unique needs and objectives to provide tailored solutions and strategies for their financial success.
Fees & Compensation:
HTK operates on a fee-based compensation model, meaning that their advisors are compensated through a combination of fees and commissions. This structure allows them to remain objective and provide unbiased advice to clients, without any conflicts of interest.
Background:
HTK is a subsidiary of Penn Mutual Life Insurance Company, one of the oldest and most respected life insurance companies in the United States. With the support and backing of Penn Mutual, HTK has access to a wide range of resources and expertise to provide the best possible financial solutions to their clients.
Financial Advisor Disclosures to Know:
HTK’s team of financial advisors are all licensed and registered with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). They are also held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.