Warner Investments, LLC
RIASEC Registered
Total AUM
$513K
Discretionary
$513K
100% of AUM
Avg account
$64.2K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288716
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI94.32%
- Individuals5.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Warner Investments, LLC is an independent, owner-operated registered investment adviser organized as an LLC. Its advisory focus is portfolio management for individuals and small businesses. The firm charges both a percentage-of-AUM fee and may use performance-based fees. Warner Investments does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a separate capital allocator. The firm lists an accountant among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Charles Warner
OwnerCRD 4610192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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