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Building 2THE HOERNER PLANNING GROUP, LLC

Map pinMIDDLEBURG, VA
Phone540-687-5090
NotebookSEC #801-66594
Total AUM
$1.7B
Employees
8
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 EAST FEDERAL STREET
MIDDLEBURG
VA 20117
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
540-687-5090

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,877
Discretionary
$897.6M
Accounts
818
Non-Discretionary
$755.3M
Accounts
1,059

ContactClients

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Individual Clients
204
AUM
$39.5M
HNW Individual Clients
161
AUM
$1.4B
Pension/Profit Sharing Plan Clients
9
AUM
$18.8M
Charitable Organization Clients
54
AUM
$208.8M
Corporation or Business Clients
4
AUM
$24.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLMAMDNENHNYSCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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