WARNER FINANCIAL, INC of BETHESDA, MD is an SEC-registered investment adviser (CRD 135303). Regulatory assets under management: $851.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Barbara Anne Warner | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Warner | VICE PRESIDENT | — |
| WARNER DAVID STEPHEN | PRESIDENT/SECRETARY; VICE PRESIDENT & SECRETARY; VICE PRESIDENT/SECRETARY | — |
| WARNER BARBARA ANNE | PRES/CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRES/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WARNER CHRISTOPHER MICHAEL | TREASURER & SECRETARY; VICE PRESIDENT | — |