Gregory Kallus
Gregory Kallus is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Houston, TX, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
5718 Westheimer Rd, Suite 920, Houston, TX, 77057
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Regulatory History
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
Gregory works as an insurance agent for 1847Financial-Houston, selling and servicing insurance, including Penn Mutual Life products. He dedicates about 10-20% of his time to this activity, with approximately 80 hours per month spent on trading.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
Calderwood Financial Strategies, INC.
Saxon Financial Group
Huckin Financial Group, INC.
Huckin Financial Group, INC.Broker
Mdx Wealth Management
Callaway Financial Services, INC.Broker
Ascensus Broker Dealer Services, LLCBroker
Ascensus Financial Services, LLC.Broker
Paychex Securities CorporationBroker
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
State Registrations1 state
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.