Martin
Valentic

Hornor, Townsend & Kent, LLC

CRD#4944452
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Martin Valentic is a financial advisor working out of Pittsburgh, Pennsylvania, who has been in the industry for 21 years. Valentic is currently employed by Hornor, Townsend & Kent, LLC. Their career trajectory has included roles at Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Guardian Life Insurance Company Of America and Park Avenue Securities. Valentic maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Pennsylvania. Hornor, Townsend & Kent, LLC is a business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 172 locations and a total of 444 advisors. It has $4 billion in assets among its 11,898 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charities and foundations. Of its 11,898 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The company offers a number of services, including 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 largely depend on which services are offered. However, fees charged by Hornor, Townsend & Kent, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

21 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

381 Mansfield Av, Ste 400
Pittsburgh, PA 15220

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$3,499,634,629

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

444

PA Average: 41
Total Number of Accounts

11,898

PA Average: 3,342
Average Account Size

$294,136

PA 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

Martin Valentic Work History

Martin has 21 years of experience.

2015 - Present (8 years)

Penn Mutual Life Ins Co

2015 - Present (8 years)

Hornor Townsend & Kent Inc

2005 - 2015 (10 years)

Park Avenue Securities

2001 - 2015 (14 years)

Guardian Life Insurance Company Of America

Disclosures

Martin Valentic has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hornor, Townsend & Kent, LLC

Michael Cooper
New York, NY
Richard Micliz
Edison, NJ
Mary Cromleigh
Horsham, PA
Heath Davis
Conshohocken, PA
Judith Ramsey
Columbus, OH
Barbara Davis
Horsham, PA
Christopher Lewis
Tampa, FL
Brandon Preece
South Jordan, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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