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THE HOERNER PLANNING GROUP, LLC
Investment Advice|MIDDLEBURG, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 829.4M |
| Non-Discretionary | 687.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 139464 |
| SEC Number | 801-66594 |
| Street Address | 210 EAST FEDERAL STREET |
| Location | MIDDLEBURG, VA 20117 |
| Country | United States |
| Phone | 540-687-5090 |
| Fax | 540-687-5096 |
| Total Employees | 8 |
Client Count by Type (413 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 187 |
| High Net Worth Individual… | 165 |
| Charitable Organizations | 49 |
| Pension/Profit Sharing Pl… | 8 |
| Corporations/Businesses | 4 |
County data not available for this organization.