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Ann-Marie Mason

HORNOR, TOWNSEND & KENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 7145020Firm CRD# 4031
01

About

Ann-Marie Mason is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with HORNOR, TOWNSEND & KENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, LLC
AUM
$6.9B
Regulatory assets under management
Employees
456
Total firm employees
View all advisors at HORNOR, TOWNSEND & KENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TRAIL COMMISSIONS, DISTRIBUTION ASSISTANCE FEES
Regulatory
SEC/IARD CRD# 7145020
Firm CRD# 4031
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ann-Marie Mason offer?
Ann-Marie Mason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Ann-Marie Mason's credentials?
Ann-Marie Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann-Marie Mason located?
Ann-Marie Mason is based in CONSHOHOCKEN, Pennsylvania, working with HORNOR, TOWNSEND & KENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Ann-Marie Mason charge for services?
Ann-Marie Mason's firm is compensated through percentage of aum, hourly charges, subscription fees, other: trail commissions, distribution assistance fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORNOR, TOWNSEND & KENT, LLC?
HORNOR, TOWNSEND & KENT, LLC has approximately 456 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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