David
Kiniry

Hornor, Townsend & Kent, LLC

CRD#1711949
Investment Advisor
in Miami, FL

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About this Advisor

David Kiniry is a financial advisor based in Miami, Florida, working with Hornor, Townsend & Kent, LLC. David has previously held positions at Securian Financial Services Inc, Minnesota Life, Omni Financial Services Inc, Omni Financial Services Of Lee County Inc, Omni Payroll Solutions LLC, The Continuing Education Academy LLC, Omni Resource Group Of Sw Florida, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Co. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, David is part of Hornor, Townsend & Kent, LLC, which operates out of Miami, Florida. 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

121 Alhambra Plaza Suite 1405
Miami, FL 33134

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

FL Average: 41
Total Number of Accounts

30,467

FL Average: 3,342
Average Account Size

$225,288

FL 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

David Kiniry Work History

2019 - Present (5 years)

Hornor Townsend & Kent LLC

2019 - Present (5 years)

Penn Mutual Life Insurance Co

2012 - 2019 (7 years)

Securian Financial Services Inc

2012 - 2019 (7 years)

Minnesota Life

2012 - 2019 (7 years)

Omni Financial Services Inc

2012 - 2019 (7 years)

Omni Financial Services Of Lee County Inc

2012 - 2019 (7 years)

Omni Payroll Solutions LLC

2012 - 2018 (6 years)

The Continuing Education Academy LLC

2012 - 2019 (7 years)

Omni Resource Group Of Sw Florida

Disclosures

Please visit the SEC profile of David Kiniry 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

John Crowley
South Jordan, UT
Max Leopold
Avon, CT
Michael Clayton
Akron, OH
Stephan Davis
Nashville, TN
Jeremiah Kennedy
Horsham, PA
Amy Crookshank
North Haven, CT
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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