WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
WARREN FINANCIAL SERVICE & ASSOCIATES, INC. of EXTON, PA is an SEC-registered investment adviser (CRD 119066).
Registration
- CRD: 119066
- SEC file number: 801-79496
- Type: Registered investment adviser
- 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 | Gross asset value | Min investment |
|---|
| BIG DIVIDEND HEDGE STRATEGY | Hedge Fund | — | 76 | $74.8M | $300K |
Fund service providers (1)
- administrator: ALTER DOMUS
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