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Building 2WARREN FINANCIAL SERVICE

Map pinEXTON, PA
Phone610-363-2000
NotebookSEC #801-79496
Total AUM
$365.6M
Employees
11
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 DOWLIN FORGE RD
EXTON
PA 19341
United States
Operating Hours
9-5
Monday - Friday
Phone
610-363-2000
Other Offices
2

ReceiptFinancials

Total AUM
$365.6M
Accounts
363
Discretionary
$361.1M
Accounts
328
Non-Discretionary
$4.5M
Accounts
35

ContactClients

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Individual Clients
208
AUM
$56.3M
HNW Individual Clients
107
AUM
$224.9M
Pooled Vehicle Clients
1
AUM
$83.7M
Charitable Organization Clients
1
AUM
$654.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGANCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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