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| The Hoerner Planning Group LLC
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|
|
|---|---|
| CRD # | 139464 |
| SEC # | 801-66594 |
| CIK # | |
| AUM | $1.1 BB (2023-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 540-687-5090 |
| Address | 210 East Federal Street Middleburg, VA 20117 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 29.6 |
| (b) Individuals (high net worth individuals) | 170 | 921.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 11.0 |
| (h) Charitable organizations | 45 | 127.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,383 | 1,104.9 |
| By Discretionary | ||
| Discretionary | 786 | 737.5 |
| Non-Discretionary | 597 | 367.4 |
| Total | 1,383 | 1,104.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 1,100.1 | |
| Total | 1,383 | 1,104.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M Financial Asset Management Inc
✚
|
OR | 1.1 |
|
Emergent Financial Services LLC
✚
|
VA | 1.1 |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.1 |
|
CJM Wealth Advisers Ltd
✚
|
VA | 1.1 |
|
CornerStone Capital Inc
✚
|
CA | 1.1 |
|
YCG LLC
✚
|
TX | 1.1 |
|
Stairway Partners LLC
✚
|
IL | 1.1 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.1 |
|
Wendell David Associates Inc
✚
|
NH | 1.1 |
|
First Pacific Financial Inc
✚
|
WA | 1.1 |