WARWICK INVESTMENT MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EASTON, Maryland
CRD number
167264

Firm profile

FINTRX

Overview

Warwick Investment Management is organized as a limited liability company and appears to operate as a small, privately held advisory entity under individual ownership. Publicly available snapshot fields are sparse: the adviser is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser in the snapshot metadata. The firm’s public profile emphasizes use of both traditional pooled vehicles and private-market exposures rather than broad retail advisory operations.

Assets & Accounts

Investments & Alternatives

Private funds and structure (fund-level detail)

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JEFFREY TWILLEY

    Managing MemberCRD 6596346

  • DAVID PAULY

    Managing PartnerCRD 7090456

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EASTON, MD

TALBOT

Location

EASTON, MD

Headquartered in EASTON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
TALBOT
Address
129 N West St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth