HOXTON PLANNING & MANAGEMENT, LLC

Tel: 304-876-2619

8530 SHEPHERDSTOWN PIKE
SHEPHERDSTOWN, West Virginia 25443

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About HOXTON PLANNING & MANAGEMENT, LLC

HOXTON PLANNING & MANAGEMENT, LLC is a SHEPHERDSTOWN, West Virginia based financial advisory firm with nearly $491,558,229 in assets under management and provides investment advisory services for 1236 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:		319087
SEC#:		801-123434
Assets under Management:		$491,558,229
No. of Clients:		1236
No. of Advisors:		7
Advisory Services Provided:		Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees

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