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THE L. WARNER COMPANIES, INC
CRD 108001 · SEC 801-56965
9690 DEERECO ROAD, SUITE 650, TIMONIUM, MD, 21093, United States
Phone
410-252-0808
Fax
443-836-0507
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$802.4M
Discretionary AUM
$802.4M
Team
38 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersBUSINESS CONSULTING AND PLAN ADMINISTRATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $67.1M |
| High net worth individuals | 180 | $678.2M |
| Pension/profit sharing plans | 100 | $27.6M |
| Charitable organizations | 5 | $15.3M |
| Corporations/business entities | 3 | $14.2M |
States served
CA, DE, DC, LA, MD, MA, NE, NJ, NY, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD