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Anthony D'angelo

17 Years of Experience
Los Angeles, CA
3 DisclosuresBrokerSells Insurance

Anthony D'angelo is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Los Angeles, CA, with 17 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

1925 Century Park E, Suite 1700, Los Angeles, CA, 90067

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2018
Denied
Customer Dispute
January 2018
Denied
Customer Dispute
August 2017
Denied
Other Business ActivitiesSells Insurance

Anthony works as an agent for 1847Financial and as a proprietor/owner for Aurelius Legacy Partners, both involving insurance sales and service, taking nearly full-time hours. He also serves as an independent contractor and board member for Asset-Map Holdings, Inc., dedicating minimal time to these roles.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2023 - Present · 3 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
November 2021 - April 2023 · 1 yr 5 mos
Tlg Advisors, INC.
September 2021 - April 2023 · 1 yr 7 mos
M Holdings Securities, INC.
February 2021 - July 2021 · 5 mos
M Holdings Securities, INC.Broker
February 2021 - July 2021 · 5 mos
Equitable Advisors, LLC
June 2008 - September 2020 · 12 yrs 3 mos
Equitable Advisors, LLCBroker
October 2007 - September 2020 · 12 yrs 11 mos
State Registrations18 states
CACODCFLGAILINMAMDMNNCNJNYORPATXVAWA
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.