The Hoerner Planning Group, LLC

EST. AUM
$1,652,844,771

CONTACTS
1

CLIENT ACCOUNTS
1,877

Firm Details

Metro area Washington, DC
CRD Number 139464
Website none
Client types

Overview

The Hoerner Planning Group is based outside of the nation's capital in Middleburg, VA. They look at SMAs, Mutual Funds, and LPs. On the equity side, they have historically had a concentrated, value bias. The Hoerner Planning Group also likes to uncover newer managers and funds rather than looking to the typical brand names. Many of the managers currently used came as a result of recommendation or referral. On the alternatives side, Hoerner will look at Private Equity, Hedge Funds, Real Estate, and Fund of Funds. One important note - Hoerner wants to see Portfolio Managers have a significant amount of their net worth invested in their fund or strategy. Also, the Hoerner Planning Group does not have a website.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Hoerner Planning Group, LLC

Platform Details

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