Virendra Tavathia
Virendra Tavathia is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in South Plainfield, NJ, with 20 years of industry experience. Virendra 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
904 Oak Tree Ave, Ste B, South Plainfield, NJ, 07080
Get directionsHistory
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
Virendra is an independent insurance agent for individual and group life, health, and property & casualty insurance, as well as fixed annuities, through Amogh Associates, LLC, taking about half of his time. He is also a co-founder and trustee of Shradhaa Foundation, a non-profit organization, dedicating minimal time to organizing fundraisers.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.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.