Overview
Assets Under Management: $163 million
Headquarters: EXTON, PA
High-Net-Worth Clients: 68
Average Client Assets: $1.6 million
Frequently Asked Questions
WARREN FINANCIAL SERVICE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119066), WARREN FINANCIAL SERVICE is subject to fiduciary duty under federal law.
WARREN FINANCIAL SERVICE is headquartered in EXTON, PA.
WARREN FINANCIAL SERVICE serves 68 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, WARREN FINANCIAL SERVICE offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WARREN FINANCIAL SERVICE manages $163 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, WARREN FINANCIAL SERVICE serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.44%
Average Client Assets: $1.6 million
Total Client Accounts: 253
Discretionary Accounts: 232
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 119066
Filing ID: 1174650
Last Filing Date: 2018-02-28 09:42:00