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The Hoerner Planning Group, LLC CRD 139464
$1.65B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
210 East Federal Street, Middleburg, VA 20117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-02 |
Branch Locations
210 East Federal Street, Middleburg, VA 20117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hoerner Planning Group | Middleburg | VA | 07/2024 | Present |
| Third Avenue Management | New York | NY | 02/2012 | 12/2016 |
| Third Avenue Management | New York | NY | 09/2017 | 06/2024 |
| Unemployed | New York | NY | 01/2017 | 08/2017 |
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