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Sarah Ashley Albritton

The Hoerner Planning Group, LLC

Middleburg, VA

CRD 6708043

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Employer firm

The Hoerner Planning Group, LLC CRD 139464

$1.65B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
The Hoerner Planning Group, Llc

210 East Federal Street, Middleburg, VA 20117 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-04-28
  • VA RA
    APPROVED
    Since 2017-04-28

Branch Locations

210 East Federal Street, Middleburg, VA 20117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Hoerner Planning Group, Llc Middleburg VA 09/2011 Present
Designations
  • Certified Financial Planner
Other Names
  • Sarah Ashley Flanagan

View on SEC IAPD

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Nearby Investors

RICHARD DEVON RAMIREZ
John Norris OBannon
ANDREW PATRICK MILLETTE

Nearby Offices

AKRE CAPITAL MANAGEMENT, LLC · MIDDLEBURG, VA
AKRE CAPITAL MANAGEMENT, LLC · MIDDLEBURG, VA
AKRE CAPITAL MANAGEMENT, LLC · MIDDLEBURG, VA

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