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Joseph Bonfanti

Hornor, Townsend & Kent, LLC

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About Joseph Bonfanti

Joseph Bonfanti is a financial advisor at Hornor, Townsend & Kent, LLC, a firm with offices in Conshohocken, Pennsylvania. Joseph Bonfanti has been working in the financial services industry since November 12, 2014, and has a combined 18 active state registrations. Joseph Bonfanti has a Series 7 and a Series 66 license, and a SIE license. Joseph Bonfanti is also registered with FINRA. Joseph Bonfanti offers financial planning, pension consulting and selection of other advisers services to clients. Joseph Bonfanti also manages portfolios for businesses and individuals.

Firm Information

Joseph Bonfanti is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trail commissions, distribution assistance fees

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Joseph Bonfanti’s Registration & Firm History

PA

06/28/2021 - Present

Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)

PA

11/13/2014 - 07/01/2016

METLIFE SECURITIES, INC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 01/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Bonfanti.
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