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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SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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