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 $3,485,366,626 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 45 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 295903 |
SEC# | 801-117079 |
Assets Managed by Firm | $3,485,366,626 |
No. of Clients | 25 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 25 | $3,485,366,626 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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