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HOXTON PLANNING & MANAGEMENT, LLC
HOXTON PLANNING & MANAGEMENT, LLC
SHEPHERDSTOWN, West Virginia
·
2 registered advisors
·
CRD# 319087
SEC# 801-123434
0
304-876-2619
01
Firm Overview
AUM
$348M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HOXTON PLANNING & MANAGEMENT, LLC
2 registered advisors
Archibald Robinson Hoxton
SHEPHERDSTOWN, West Virginia
CRD# 2283548
Archibald Robinson Hoxton
SHEPHERDSTOWN, West Virginia
CRD# 7259439
05
Office Locations
SHEPHERDSTOWN, West Virginia
2 advisors
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Data sourced from SEC Form ADV filings. HOXTON PLANNING & MANAGEMENT, LLC (CRD# 319087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.