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Robert Grosch

Hornor, Townsend & Kent, LLC
24 Years of Experience
Conshohocken, PA
1 DisclosureBroker
View SEC Summary
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Robert Grosch is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 24 years of industry experience. Robert 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
464 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

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History (1)
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Criminal
January 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2012 - Present · 13 yrs 11 mos
Hornor, Townsend & Kent, LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
PFS Investments INC.Broker
February 2012 - April 2012 · 2 mos
Directed Services LLC
September 2009 - November 2010 · 1 yr 2 mos
Directed Services LLCBroker
July 2005 - November 2010 · 5 yrs 4 mos
Anthem Securities, INC.Broker
July 2004 - July 2004 · 0 mos
Pbhg Fund DistributorsBroker
January 2001 - May 2004 · 3 yrs 4 mos
Uam Fund Distributors, INC.Broker
June 1999 - January 2001 · 1 yr 7 mos
State Registrations1 state
PA
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.
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