WARNER FINANCIAL, INC
SEC Form ADV profile.
Total regulatory AUM
$851,810,607
Discretionary
$840,784,820
Non-discretionary
$11,025,787
Firm details
- CRD number
- 135303
- SEC file number
- 801-64223
- Main office
- BETHESDA, MD, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.WARNER-FINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.