WARNER FINANCIAL, INC

BETHESDA, Maryland·3 registered advisors·CRD# 135303
SEC# 801-642230301-961-9505
01

Firm Overview

AUM
$628M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WARNER FINANCIAL, INC

3 registered advisors
Barbara Anne Warner
BETHESDA, Maryland
CFP
Christopher Michael Warner
BETHESDA, Maryland
CFPCFA
David Stephen Warner
BETHESDA, Maryland
CFA
05

Office Locations

BETHESDA, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. WARNER FINANCIAL, INC (CRD# 135303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.