← Back to searchVisit website
WARNER FINANCIAL, INC
CRD 135303 · SEC 801-64223
4550 MONTGOMERY AVE, SUITE 352 NORTH, BETHESDA, MD, 20814, United States
Phone
301-961-9505
Fax
301-469-3424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$851.8M
Discretionary AUM
$840.8M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $42.7M |
| High net worth individuals | 174 | $781.9M |
States served
CA, DC, MD, NJ, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD