Allocator Index · CRD 319087
HOXTON PLANNING & MANAGEMENT, LLC
Shepherdstown, WV · 304-876-2619 · facebook.com/people/hoxton-planning-management-llc/100085371160597/
Fit score
46
- aum $250M-$3.0B+22
- hnw>=75+16
- employees 3-60+8
HNW clients
172
Other individuals
201
HNW assets
$488.4M
Total AUM
$591.5M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.