THE L. WARNER COMPANIES, INC
Timonium, Maryland
The L. Warner Companies, Inc, based out of Timonium, MD, is a local investment advisory firm with a strong foothold in the industry. With over 200 individual clients and an impressive $605,993,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from three well-equipped offices, catering to a diverse range of clients' needs. The L. Warner Companies, Inc offers comprehensive services that extend beyond investment advisory. As an insurance broker or agent, they provide additional support to their clients, ensuring a holistic approach to financial management. ...
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Assets Under Mgmt

$605.99M

Investment Professionals

12

Locations

2

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: BUSINESS CONSULTING AND PLAN ADMINISTRATION SERVICES
Other Business Activities
Insurance broker or agent
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