Fredric
Bocceri

Hornor, Townsend & Kent, Inc

CRD#1055428
Investment Advisor
in Sacramento, CA
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About this Advisor

Fredric Bocceri is a financial advisor who is based in Sacramento, California. Currently a registered financial advisor at Hornor, Townsend & Kent, Inc, they have gathered an impressive 43 years of practice as a registered investment advisor. Bocceri has a Series 63 license, certifying them as a securities representative. Bocceri can advise clients in California and Texas. Bocceri has worked their entire career at Hornor, Townsend & Kent, Inc. Hornor, Townsend & Kent, Inc is located in Sacramento, California, and operates out of 200 other locations in the United States. In total, Hornor, Townsend & Kent, Inc manages $2 billion in assets across 5,415 client accounts and employs more than 656 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 1,243 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Hornor, Townsend & Kent, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

43 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2100 Northrop Ave Suite 600
Sacramento, CA 95825

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,683,247,412

CA Average: $15,833,994,310
Total Number of Employees

656

CA Average: 41
Total Number of Accounts

5,415

CA Average: 3,342
Average Account Size

$310,849

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Fredric Bocceri Work History

Fredric has 43 years of experience.

1975 - Present (44 years)

Hornor, Townsend & Kent, Inc

Disclosures

Fredric Bocceri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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