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WARNER FINANCIAL, INC

Tel: 301-961-9505
4550 Montgomery Ave
Suite 352 North
Bethesda, Maryland  20814

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WARNER FINANCIAL, INC

WARNER FINANCIAL, INC is a Bethesda, Maryland based financial advisory firm with nearly $745,317,324 in assets under management and provides investment advisory services for 749 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

135303

SEC#:

801-64223

No. of Clients:

749

Assets under Management

$745,317,324

No. of Advisors:

4

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