THE L. WARNER COMPANIES, INC

9690 Deereco Road
Suite 650
Timonium, Maryland 21093
Tel: 410-252-0808

About THE L. WARNER COMPANIES, INC

THE L WARNER COMPANIES, INC, formally registered with the SEC as THE L WARNER COMPANIES, INC. The firm was established in 09/25/1999. They have over 4 offices throughout the country.

THE L. WARNER COMPANIES, INC is a Timonium, Maryland based Financial Planning firm with nearly $657,425,933 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108001
SEC#	801-56965
Assets Managed by Firm	$657,425,933
No. of Clients	300
No. of Advisors	43

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BUSINESS CONSULTING AND PLAN ADMINISTRATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	300	$657,425,933
Individuals (other than high net worth individuals)	195	$216,180,773
High net worth individuals	84	$401,478,578
Pension and profit sharing plans	14	$22,077,398
Charitable organizations	4	$15,742,229
Corporations or other businesses	3	$1,946,955

More Retirement Planning firms in Timonium, 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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