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WARREN CAPITAL GROUP
677 King Street
Floor 3
Charleston, South Carolina 29403
Tel: (202) 550-0120
About WARREN CAPITAL GROUP
WARREN CAPITAL GROUP, formally registered with the SEC as WARREN CAPITAL GROUP. The firm was established in 05/12/2021. They have over 1 offices throughout the country.
WARREN CAPITAL GROUP is a Charleston, South Carolina based Financial Planning firm with nearly $90,707,431 assets under management, offering retirement planning & investment advisory services to 213 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137449 |
| SEC# | 801-121205 |
| Assets Managed by Firm | $90,707,431 |
| No. of Clients | 213 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 213 | $90,707,431 |
| Individuals (other than high net worth individuals) | 119 | $9,301,168 |
| High net worth individuals | 71 | $74,433,418 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,807,617 |
| Corporations or other businesses | 21 | $4,165,228 |
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