Peter
Hoerber

Missionsquare Retirement

CRD#2289399
Investment Advisor
in Port Orchard, WA

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About this Advisor

Peter Hoerber is a financial advisor who works out of Port Orchard, Washington with a total of 21 years of industry experience. Hoerber is currently employed by Missionsquare Retirement. They have spent their whole career at Missionsquare Retirement. Hoerber maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alaska, Idaho, Montana, Oregon, Washington and Wyoming. Missionsquare Retirement is a registered investment company that has its headquarters in Washington, DC. The company has offices in nine locations and a total of 608 employees. It has $641 million in assets under management among its one client accounts, making it one of the larger firms in the United States by assets under management. Missionsquare Retirement performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Port Orchard, WA

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

WA Average: $4,886,152,200
Total Number of Employees

608

WA Average: 60
Total Number of Accounts

1

WA Average: 205
Average Account Size

$641,022,740

WA Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Peter Hoerber Work History

Peter has been registered as a financial advisor for 21 years.*

1992 - Present (32 years)

Icma-Rc Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Hoerber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Missionsquare Retirement

Andrew Mcfalls
Washington, DC
Righetti Joseph
Brooklyn, NY
Daryl Pereira Dennis
Washington, DC
Peter Ganey
Washington, DC
Jeffrey Brown
Washington, DC
Isaiah Carter
Washington, DC
Laura Hancock
Washington, DC
Orlando Cruz
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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