5555 Gate Parkway
Suite 150
Jacksonville, Florida 32256
Tel: 904-746-7027
WARREN EQUITY PARTNERS MANAGER, LP, formally registered with the SEC as WARREN EQUITY PARTNERS MANAGER, LP. The firm was established in 07/26/2019. They have over 3 offices throughout the country.
WARREN EQUITY PARTNERS MANAGER, L.P. is a Jacksonville, Florida based Financial Planning firm with nearly $4,572,992,961 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 53 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 295903 |
| SEC# | 801-117079 |
| Assets Managed by Firm | $4,572,992,961 |
| No. of Clients | 35 |
| No. of Advisors | 53 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 35 | $4,572,992,961 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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