Parimal Patel
Parimal Patel is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 26 years of industry experience. Parimal 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
110 Fieldcrest Ave, Suite 20, Edison, NJ, 08837
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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
Parimal works as an agent for two multi-line insurance brokerages, Primary Financial (since 2010) and 1847Financial (since June 2024), selling investments, life, health insurance, and annuities, dedicating about a quarter to over half of his time to each. He also works as a partner in a property and casualty insurance brokerage, spending a few hours per week on sales.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations7 states
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