Matthew
Slain

Hornor, Townsend & Kent, LLC

CRD#6183936
Investment Advisor
in Beachwood, OH

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About this Advisor

Matthew Slain is a financial advisor working out of Beachwood, Ohio, who has 1 year of relevant experience. Slain is an employee of Hornor, Townsend & Kent, LLC. Throughout their career, they have worked at Guardian Life Ins, Park Avenue Securities, Penn Mutual Life Ins Co and Hornor Townsend & Kent Inc. Slain maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Ohio. Hornor, Townsend & Kent, LLC is a registered investment firm that has its headquarters in Horsham, PA. It has offices in 172 locations and a total of 471 people on staff. It controls $7 billion in assets under management across its 27,773 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 27,773 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in investable assets. Hornor, Townsend & Kent, LLC performs a number 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 are based on which services the firm provides the client. However, fee types charged by Hornor, Townsend & Kent, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Suite 440 3690 Orange Place
Beachwood, OH 44122

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$7,114,905,281

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

471

OH Average: 41
Total Number of Accounts

27,773

OH Average: 3,342
Average Account Size

$256,181

OH 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

Matthew Slain Work History

Matthew has been registered as a financial advisor for 1 years.*

2014 - Present (10 years)

Penn Mutual Life Ins Co

2014 - Present (10 years)

Hornor Townsend & Kent Inc

2013 - 2014 (1 year)

Guardian Life Ins

2013 - 2014 (1 year)

Park Avenue Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Slain 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

Eric Rhoads
Horsham, PA
Joshua Baer
New York, NY
Zeeshan Ali
Addison, TX
Michael Mines
New York, NY
Carlos Suarez
Miami, FL
Jomo Hylton
Rockville, MD
Andre Veres
Tucson, AZ
Edward Barrett
Edison, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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