THE HOERNER PLANNING GROUP, LLC - Financial Advisor in Virginia, Middleburg

Tel: 540-687-5090 210 East Federal Street Middleburg, Virginia 20117

About 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

Firm CRD#:

139464

Firm SEC#:

801-66594

Assets Under Management:

$1,327,308,235

No. of Clients:

1522

No. of Advisors:

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

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