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Building 2WARNER WEALTH

Map pinMADISON, CT
Phone203-929-2727
NotebookSEC #801-132255
Total AUM
$458.5M
Employees
20
Clients
759

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
869 BOSTON POST ROAD
MADISON
CT 06443
United States
Operating Hours
8-5
Monday - Friday
Phone
203-929-2727
Other Offices
2

ReceiptFinancials

Total AUM
$458.5M
Accounts
1,332
Discretionary
$458.5M
Accounts
1,332
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
409
AUM
$97.1M
HNW Individual Clients
330
AUM
$346.3M
Pension/Profit Sharing Plan Clients
13
AUM
$10.9M
Charitable Organization Clients
1
AUM
$995.5K
Corporation or Business Clients
6
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACTFLMAMENCNHNJNYPARISCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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