Nathalie
Edeen

Hornor, Townsend & Kent, LLC

CRD#6608334
Investment Advisor
in North Haven, CT

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About this Advisor

Nathalie Edeen is a financial advisor based in North Haven, Connecticut, working with Hornor, Townsend & Kent, LLC. Nathalie has previously held positions at Penn Mutual Life Insurance Company, Liberty Mutual, and Hornor Townsend & Ktne Inc. Nathalie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Nathalie is part of Hornor, Townsend & Kent, LLC, which operates out of North Haven, Connecticut. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

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

Office Location

12 Elm Street
North Haven, CT 06473

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

CT Average: 41
Total Number of Accounts

30,467

CT Average: 3,342
Average Account Size

$225,288

CT Average: $4,737,880

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

Nathalie Edeen Work History

2016 - Present (8 years)

Hornor Townsend & Ktne Inc

2015 - Present (9 years)

Penn Mutual Life Insurance Company

2014 - 2015 (1 year)

Liberty Mutual

Disclosures

Please visit the SEC profile of Nathalie Edeen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hornor, Townsend & Kent, LLC

Michael Rothrock
Allentown, PA
Max Leopold
Avon, CT
Jeremiah Kennedy
Horsham, PA
Stephan Davis
Nashville, TN
Jeffrey Zavila
Horsham, PA
John Crowley
South Jordan, UT
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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