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THE HOERNER PLANNING GROUP, LLC
Tel: 540-687-5090
210 East Federal Street Middleburg, Virginia 20117
THE HOERNER PLANNING GROUP, LLC
THE HOERNER PLANNING GROUP, LLC is a Middleburg, Virginia based financial advisory firm with nearly $1,327,308,235 in assets under management and provides investment advisory services for 1522 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
139464
SEC#:
801-66594
No. of Clients:
1522
Assets under Management
$1,327,308,235
No. of Advisors:
7
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