# WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

WARREN FINANCIAL SERVICE & ASSOCIATES, INC. of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 119066
- Type: SEC-registered investment adviser
- SEC file number: 801-79496
- Location: 7 DOWLIN FORGE RD, EXTON, PA, 19341
- Phone: 610-363-2000
- Latest filing: 2024-03-26
- Total assets: $74.8M

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| WARREN RANDALL ALAN | CHIEF COMPLIANCE OFFICER | — |
| WARREN CLARENCE WILLIAM | CEO | — |
| SHELLHAMER SCOTT | MANAGING PARTNER | — |
| LOGAN MICHAEL TROY | MANAGING PARTNER | — |
| O'TOOLE JOHN JOSEPH | MANAGING PARTNER | — |
| MCCARTY ROBERT A | MANAGING PARTNER | — |
| SISSON JUSTIN Kyle | SR FINANCIAL ANALYST | — |
| WARREN AUSTIN | SR FINANCIAL ANALYST | — |
| Copeland Karen | DIRECTOR TECHNOLOGY | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BIG DIVIDEND HEDGE STRATEGY | Hedge Fund | — | 76 | $74.8M | $300K |


## Fund service providers (1)

- administrator: ALTER DOMUS

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119066/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119066/similar
- Related entities: https://search.stillhousedata.com/firm/119066/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119066

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.