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Building 2WARNER FINANCIAL, INC

Map pinBETHESDA, MD
Phone301-961-9505
NotebookSEC #801-64223
Total AUM
$851.8M
Employees
4
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4550 MONTGOMERY AVE
SUITE 352 NORTH
BETHESDA
MD 20814
United States
Operating Hours
9-4
Monday - Friday
Phone
301-961-9505

ReceiptFinancials

Total AUM
$851.8M
Accounts
747
Discretionary
$840.8M
Accounts
738
Non-Discretionary
$11M
Accounts
9

ContactClients

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Individual Clients
82
AUM
$42.7M
HNW Individual Clients
174
AUM
$781.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$25.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCNJPATXVA

HandshakeAffiliates

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

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