Gregory
Kallus

Hornor, Townsend & Kent, LLC

CRD#3093806
Investment Advisor
in Houston, TX

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About this Advisor

Gregory Kallus is a financial advisor based in Houston, Texas, working with Hornor, Townsend & Kent, LLC. Gregory has previously held positions at A I M Distributors, Inc, Invesco Advisers, Inc, Paychex, Inc, Paychex Securities Corporation, Ascensus Broker Dealer Services, LLC, Callaway Financial Services Inc, World Financial Group, Silver Star Financial Group, Mdx Wealth Management, Huckin Financial Group, Inc, Saxon Financial Group, Calderwood Financial Strategies, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, Ascensus, Inc, and Ascensus Financial Services, LLC. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Hornor, Townsend & Kent, LLC, which operates out of Houston, Texas. 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

Series 63, Series 66

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

5718 Westheimer Rd Suite 920
Houston, TX 77057

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

TX Average: 41
Total Number of Accounts

30,467

TX Average: 3,342
Average Account Size

$225,288

TX 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

Gregory Kallus Work History

2024 - Present (0 year)

Hornor, Townsend & Kent, LLC

2023 - Present (1 year)

Calderwood Financial Strategies

2023 - Present (1 year)

Penn Mutual Life Insurance Company

2020 - Present (4 years)

Silver Star Financial Group

2021 - 2021 (< 1 year)

Huckin Financial Group, Inc

2021 - 2022 (1 year)

Saxon Financial Group

2020 - 2021 (1 year)

Callaway Financial Services Inc

2020 - 2021 (1 year)

Mdx Wealth Management

2019 - 2020 (1 year)

World Financial Group

2018 - 2018 (< 1 year)

Ascensus Broker Dealer Services, LLC

2018 - 2019 (1 year)

Unemlpoyed

2017 - 2018 (1 year)

Ascensus, Inc

2017 - 2018 (1 year)

Ascensus Financial Services, LLC

2016 - 2017 (1 year)

Paychex, Inc

2016 - 2017 (1 year)

Paychex Securities Corporation

2010 - 2016 (6 years)

Invesco Advisers, Inc

1998 - 2016 (18 years)

A I M Distributors, Inc

Disclosures

Please visit the SEC profile of Gregory Kallus 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

Max Leopold
Avon, CT
Richard Weinstein
Doylestown, PA
John Crowley
South Jordan, UT
Stephan Davis
Nashville, TN
Michael Clayton
Akron, OH
Anthony Lippis
Glen Rock, NJ
Jeffrey Zavila
Horsham, PA
Kofi Thompson
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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