|
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| The L Warner Companies Inc
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| |
|---|---|
| CRD # | 108001 |
| SEC # | 801-56965 |
| CIK # | |
| AUM | $657.4 MM (2024-05-08) |
| Employees | 43 (28% Investors, 37% Brokers) |
| Phone | 410-252-0808 |
| Address | 9690 Deereco Road Timonium, MD 21093 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 216.2 |
| (b) Individuals (high net worth individuals) | 84 | 401.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 22.1 |
| (h) Charitable organizations | 4 | 15.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 657.4 |
| By Discretionary | ||
| Discretionary | 300 | 657.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 657.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 657.4 | |
| Total | 300 | 657.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hartline Investment Corp
✚
|
IL | 0.7 |
|
CIC Wealth LLC
✚
|
MD | 0.7 |
|
Chatham Capital Group Inc
✚
|
GA | 0.7 |
|
Wall Capital Group Inc
✚
|
AZ | 0.7 |
|
Stonebrook Private Inc
✚
|
MI | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Blue Edge Capital LLC
✚
|
VA | 0.7 |
|
Alteri Wealth LLC
✚
|
CA | 0.7 |
|
Dillon & Associates Inc
✚
|
MI | 0.7 |
|
Lynch & Associates Inc
✚
|
IN | 0.7 |