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Hoerner Planning Group
Hoerner Planning Group is an SEC-registered investment adviser in MIDDLEBURG, VA, since 2006. The firm manages $1.7 billion in assets, $898 million on a...
Hoerner Planning Group
Hoerner Planning Group is an SEC-registered investment adviser in MIDDLEBURG, VA, since 2006. The firm manages $1.7 billion in assets, $898 million on a discretionary basis. It has 8 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1992
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Middleburg
Corporate office
Middleburg, VA, United States
Frequently asked questions
What is Hoerner Planning Group?
Hoerner Planning Group is a bank / wealth / trust headquartered in Middleburg, United States.
When was Hoerner Planning Group founded?
Hoerner Planning Group was founded in 1992.
Where is Hoerner Planning Group headquartered?
Hoerner Planning Group is headquartered in Middleburg, United States, in the North America region.
What is Hoerner Planning Group's assets under management?
Hoerner Planning Group reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Hoerner Planning Group?
Altss maintains an OSINT-verified profile of Hoerner Planning Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Hoerner Planning Group's website?
Hoerner Planning Group's public website is hoernerplanninggroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Hoerner Planning Group?
Hoerner Planning Group is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Hoerner Planning Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Hoerner Planning Group's Altss profile last updated?
Hoerner Planning Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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