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Warner Financial, Inc

● SEC registered since 2005CRD 135303SEC# 801-64223Bethesda, MD
Export (members)
Reg. AUM
$745.3M
Employees
4
Accounts
749
Location
Bethesda, MD

Warner Financial, Inc assets under management

Warner Financial, Inc is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2005. It reports $745.3 million in regulatory assets under management and employs 4 people.
www.warner-financial.comView on SEC.gov ↗

Warner Financial, Inc owners & executives

2 reported
NameTitleOwnershipSince
Barbara Anne Warner ControlPresident & Chief Compliance Officer50-75%2008
Christopher Michael Warner ControlVice President50-75%2017

Frequently asked questions

How much does Warner Financial, Inc manage?

Warner Financial, Inc reports $745.3 million in regulatory assets under management on its Form ADV.

How many employees does Warner Financial, Inc have?

Warner Financial, Inc reports 4 employees.

Where is Warner Financial, Inc located?

Warner Financial, Inc is based in Bethesda, MD and has been SEC-registered since 2005.

Does Warner Financial, Inc disclose fund performance?

Warner Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814
Phone301-961-9505
Fax301-469-3424
Office hours4-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$735.3M
Non-discretionary$10M
Total (RAUM)$745.3M