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WARWICK PARTNERS
WARWICK INVESTMENT MANAGEMENT, INC.
CRD 105951 · SEC 801-14704
4444 CARTER CREEK PARKWAY, SUITE 109, BRYAN, TX, 77802, United States
Phone
(979) 260-9777
Fax
(979) 260-9712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.48B
Discretionary AUM
$1.99B
Team
9 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $19.2M |
| High net worth individuals | 202 | $1.52B |
States served
AZ, CO, GA, LA, NE, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD