James
Greenwell

Hornor, Townsend & Kent, Inc

CRD#1515931
Investment Advisor
in Atlanta, GA
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About this Advisor

James Greenwell is a financial advisor operating out of Atlanta, Georgia, with 15 years in the industry. Greenwell is on the advisory team at Hornor, Townsend & Kent, Inc. Their career trajectory has included roles at Hornor Townsend And Kent, Inc and Penn Mutual Life Ins Co. Greenwell holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Hornor, Townsend & Kent, Inc is a company that has its headquarters in Atlanta, Georgia. It has offices in 200 locations and a total of 656 employees. It handles $2 billion in assets under management among its 5,415 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,415 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of financial services provided. Fees billed by Hornor, Townsend & Kent, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

15 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

Yes

Office Location

5607 Glenridge Drive Suite 750
Atlanta, GA 30342

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

GA Average: 41
Total Number of Accounts

6,490

GA Average: 3,342
Average Account Size

$269,963

GA 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

James Greenwell Work History

James has 15 years of experience.

2003 - Present (16 years)

Hornor Townsend And Kent,Inc

2003 - Present (16 years)

Penn Mutual Life Ins Co

Disclosures

James Greenwell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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