Assets Under Management
$7.8B
Number of Clients
31,522
Number of Advisors
437
Average Client AUM
$246K
AUM per Advisor
$17.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
HTK offers advisory services through third-party asset managers (TPAMs), financial planning, and retirement plan consulting. TPAM programs offer model portfolios with varying risk levels. Financial planning includes retirement, education, and estate planning. HTK is a subsidiary of 1847 Financial, LLC, which is a wholly-owned subsidiary of Penn Mutual.
161 Washington Street, Conshohocken, PA, 19428