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THE HOERNER PLANNING GROUP, LLC
THE HOERNER PLANNING GROUP, LLC
MIDDLEBURG, Virginia
·
1 registered advisor
·
CRD# 139464
SEC# 801-66594
0
540-687-5090
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE HOERNER PLANNING GROUP, LLC
1 registered advisor
Henry Rhodes Hoerner
MIDDLEBURG, Virginia
CRD# 2230564
05
Office Locations
MIDDLEBURG, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. THE HOERNER PLANNING GROUP, LLC (CRD# 139464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.