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Building 2HOXTON PLANNING & MANAGEMENT, LLC

Map pinSHEPHERDSTOWN, WV
Phone304-876-2619
NotebookSEC #801-123434
Total AUM
$591.5M
Employees
8
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8530 SHEPHERDSTOWN PIKE
SHEPHERDSTOWN
WV 25443
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
304-876-2619

ReceiptFinancials

Total AUM
$591.5M
Accounts
1,377
Discretionary
$586.1M
Accounts
1,359
Non-Discretionary
$5.5M
Accounts
18

ContactClients

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Individual Clients
201
AUM
$95.8M
HNW Individual Clients
172
AUM
$488.4M
Pension/Profit Sharing Plan Clients
8
AUM
$1.7M
Charitable Organization Clients
5
AUM
$2.1M
Government Entity Clients
1
AUM
$1.5M
Corporation or Business Clients
5
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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