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WARWICK PARTNERS
4444 Carter Creek Parkway
Suite 109
Bryan, Texas 77802
Tel: 979-260-9777
About WARWICK PARTNERS
WARWICK PARTNERS, formally registered with the SEC as WARWICK PARTNERS. The firm was established in 07/19/1979. They have over 1 offices throughout the country.
WARWICK PARTNERS is a Bryan, Texas based Financial Planning firm with nearly $1,711,025,430 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105951 |
| SEC# | 801-14704 |
| Assets Managed by Firm | $1,711,025,430 |
| No. of Clients | 901 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 901 | $1,711,025,430 |
| Individuals (other than high net worth individuals) | 82 | $43,695,275 |
| High net worth individuals | 146 | $1,011,546,733 |
| Pension and profit sharing plans | 3 | $390,668,342 |
| Charitable organizations | 2 | $265,115,080 |
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