Zachary
Meissner

Hornor, Townsend & Kent, Inc

CRD#5570877
Investment Advisor
in Seattle, WA
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About this Advisor

Zachary Meissner is an investment advisor who works in Seattle, Washington. Currently a registered advisor with Hornor, Townsend & Kent, Inc, they have accumulated 10 years of work experience as a financial advisor. Meissner holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Meissner can work with clients based out of Washington. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co and Pacific Capital Resource Grp. Hornor, Townsend & Kent, Inc is based out of Seattle, Washington, and operates out of 200 brick-and-mortar locations in the country. As a registered advisory firm, Hornor, Townsend & Kent, Inc manages $2 billion in assets throughout 5,415 client accounts and retains more than 656 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 1,243 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Hornor, Townsend & Kent, Inc can offer 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

10 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

1601 5Th Ave, Suite 2000
Seattle, WA 98101

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,683,247,412

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

656

WA Average: 41
Total Number of Accounts

5,415

WA Average: 3,342
Average Account Size

$310,849

WA 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

Zachary Meissner Work History

Zachary has 10 years of experience.

2008 - Present (11 years)

Hornor Townsend & Kent Inc

2008 - Present (11 years)

Penn Mutual Life Ins Co

2008 - Present (11 years)

Pacific Capital Resource Grp

Disclosures

Zachary Meissner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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