THE HOERNER PLANNING GROUP, LLC of MIDDLEBURG, VA is an SEC-registered investment adviser (CRD 139464). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Roberto Nmn Moreiro | CHIEF COMPLIANCE OFFICER | — |
| Henry Rhodes Hoerner | MANAGING MEMBER | — |
| HOERNER HENRY RHODES | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LAFRANKIE ALEXANDRA CECILIA | CHIEF COMPLIANCE OFFICER | — |
| Moreiro Roberto NMN | CHIEF COMPLIANCE OFFICER | — |