← Back to searchVisit website
WARREN FINANCIAL, LLC
CRD 334439
1147 HAMMOND ST, STE 3, BANGOR, ME, 04401, United States
Phone
207-573-1825
Fax
207-573-1081
Registration
— (—)
Source
State registered
Total AUM
$27.9M
Discretionary AUM
$24.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $11.4M |
| High net worth individuals | 7 | $13.3M |
| Pension/profit sharing plans | 3 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD