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Home > Retirement Planners > maryland > timonium > THE L. WARNER COMPANIES, INC
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 |
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