James
Knox
Hornor, Townsend & Kent, LLC
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About this Advisor
James Knox is a financial advisor based in Woodbury, New York, working with Hornor, Townsend & Kent, LLC. James has previously held positions at Hornor, Townsend, & Kent and Penn Mutual. James is registered to provide services in New York. Currently, James is part of Hornor, Townsend & Kent, LLC, which operates out of Woodbury, New York. 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
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$6,863,863,431
456
30,467
$225,288
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 Knox Work History
Hornor, Townsend, & Kent
Penn Mutual
Disclosures
Please visit the SEC profile of James Knox 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
Horsham, PA
Doylestown, PA
Allentown, PA
Nashville, TN
Horsham, PA
Avon, CT
Wilmington, DE
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
