|
⚲
|
| Keyboard |
| Warner Group LLC
✚
|
|
|---|---|
| CRD # | 334877 |
| SEC # | 801-132255 |
| CIK # | 0001927175, 0002073617 |
| AUM | 458.5 M (2026-04-24) |
| Employees | 20 (35% Investors, 35% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-929-2727 |
| Address | 869 Boston Post Road Madison, CT 06443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 97.1 |
| (b) Individuals (high net worth individuals) | 330 | 346.3 |
| (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 | 13 | 10.9 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 6 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,332 | 458.5 |
| By Discretionary | ||
| Discretionary | 1,332 | 458.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,332 | 458.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.5 | |
| Total | 1,332 | 458.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927175] | |
| 13F-HR | [0002073617] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cypress Capital Partners LLC
✚
|
IL | 464.4 M |
|
REYL Overseas Ltd
✚
|
461.6 M | |
|
Curio Wealth LLC
✚
|
MD | 460.7 M |
|
Access Investment Management LLC
✚
|
GA | 456.4 M |
|
Mullooly Asset Management Inc
✚
|
NJ | 455.6 M |
|
Chaney Capital Management Inc
✚
|
WA | 455.5 M |
|
Selective Wealth Management Inc
✚
|
VA | 454.8 M |
|
Columbus Investment Advisory Inc
✚
|
OH | 453.7 M |
|
Laurel Wealth Planning LLC
✚
|
MN | 453.6 M |
|
McClarren Financial Advisors Inc
✚
|
PA | 453.0 M |