Steve
Johnson

Hornor, Townsend & Kent, Inc

CRD#1222941
Investment Advisor
in Portland, OR
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About this Advisor

Steve Johnson is a certified financial planner in Portland, Oregon. Currently a registered advisor with Hornor, Townsend & Kent, Inc, they have accrued an impressive 36 years of work experience. Johnson maintains a Series 63 license, which certifies them as a securities agent. Johnson is able to serve clients based out of Oregon. The advisor has gained experience at Hornor, Townsend & Kent, Inc and Penn Mutual Life Ins Co. Hornor, Townsend & Kent, Inc is headquartered in Portland, Oregon, and operates out of 200 other locations in the United States. As a registered investment advisory firm, Hornor, Townsend & Kent, Inc manages $2 billion in assets dispersed across 5,415 accounts and retains more than 656 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 1,243 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Hornor, Townsend & Kent, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

36 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

No

Office Location

8835 Sw Canyon Ln #406
Portland, OR 97225

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

OR Average: 41
Total Number of Accounts

6,490

OR Average: 3,342
Average Account Size

$269,963

OR 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

Steve Johnson Work History

Steve has 36 years of experience.

1982 - Present (37 years)

Hornor, Townsend & Kent, Inc

1982 - Present (37 years)

Penn Mutual Life Ins Co

Disclosures

Steve Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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