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Joseph Ozag

Hornor, Townsend & Kent, LLC

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About Joseph Ozag

Joseph Ozag is a financial advisor with Hornor, Townsend & Kent, LLC and is based in Horsham, PA. Joseph has been in the industry since 1999 and is registered in Pennsylvania. The advisor offers a range of advisory services including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Joseph's firm also has a large client base consisting primarily of high net worth individuals and corporations.

Firm Information

Joseph Ozag 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 Ozag’s Registration & Firm History

PA

01/29/2024 - Present

Hornor, Townsend & Kent, LLC (Conshohocken PA)

NY

02/17/1999 - 05/09/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 02/23/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/26/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2024

Series 99TO - Operations Professional Examination

BC

Issued 03/02/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 02/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Ozag.
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