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HOXTON PLANNING & MANAGEMENT, LLC
Tel: 304-876-2619
8530 Shepherdstown Pike Shepherdstown, West Virginia 25443
HOXTON PLANNING & MANAGEMENT, LLC
HOXTON PLANNING & MANAGEMENT, LLC is a Shepherdstown, West Virginia based financial advisory firm with nearly $491,558,229 in assets under management and provides investment advisory services for 1236 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 , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
319087
SEC#:
801-123434
No. of Clients:
1236
Assets under Management
$491,558,229
No. of Advisors:
7
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