TrueAdvisor
TrueAdvisor
AP
PFS
AP
PFS

Alan Pollack

Hornor, Townsend & Kent, LLC
30 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alan Pollack is a PFS-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Cherry Hill, NJ, with 30 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
465 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Cherry Hill, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alan is a CPA and provides accounting services, tax planning and preparation, payroll processing, consulting, and insurance services as a proprietor/owner since 1976. He spends about a quarter of his time on this activity, with a significant portion occurring during securities trading hours.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
October 1998 - Present · 28 yrs
Hornor, Townsend & Kent, LLCBroker
October 1998 - Present · 28 yrs
Previous Registrations
W. S. Griffith & CO., INC.Broker
January 1996 - September 1998 · 2 yrs 8 mos
State Registrations7 states
COFLGAMDNJPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Cherry Hill, NJ →All financial advisors in New Jersey →