Saivaroon Diehl, financial advisor San Clemente CA
93 score

Saivaroon Diehl

CRD Number: 1437119
Current Firm: Hornor, Townsend & Kent, Inc.

Saivaroon Diehl (CRD# 1437119) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in San Clemente, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Insurance Co San Clemente, CA Feb 1998 - Current 18
Hornor, Townsend & Kent, Inc. San Clemenite, CA Feb 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Saivaroon A. Diehl
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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