WARNER FINANCIAL, INC

4550 Montgomery Ave
Suite 352 North
Bethesda, Maryland 20814
Tel: 301-961-9505

About WARNER FINANCIAL, INC

WARNER FINANCIAL, INC, formally registered with the SEC as WARNER FINANCIAL, INC. The firm was established in 04/22/2005. They have over 1 offices throughout the country.

WARNER FINANCIAL, INC is a Bethesda, Maryland based Financial Planning firm with nearly $745,317,324 assets under management, offering retirement planning & investment advisory services to 749 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135303
SEC#	801-64223
Assets Managed by Firm	$745,317,324
No. of Clients	749
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	749	$745,317,324
Individuals (other than high net worth individuals)	88	$45,149,437
High net worth individuals	166	$675,665,506
Pension and profit sharing plans	Fewer than 5 clients	$1,405,783
Charitable organizations	Fewer than 5 clients	$23,096,598

More Retirement Planning firms in Bethesda, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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