WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
Legal name: WARREN FINANCIAL SERVICE
CRD #119066 SEC #802-127869 EXTON, PA 610-363-2000
State Registered Exempt Reporting Private Funds
Total AUM
$365.6M
Discretionary
$361.1M
Employees
11
Clients
251
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $365.6M | $361.1M | $4.5M | 11 | 0 |
| Mar 2022 | $365.6M | $361.1M | $4.5M | 11 | 0 |
| Feb 2021 | $287.6M | $283.9M | $3.8M | 9 | 0 |
| May 2020 | $210.4M | $206.7M | $3.7M | 8 | 0 |
| Mar 2020 | $210.4M | $206.7M | $3.7M | 8 | 0 |
| Mar 2019 | $169.1M | $166.1M | $3M | 8 | 0 |
| Feb 2018 | $162.7M | $158.1M | $4.6M | 8 | 0 |
| Mar 2017 | $135.5M | $131.6M | $4M | 8 | 300 |
| Oct 2016 | $136.3M | $131.9M | $4.4M | 9 | 271 |
| Mar 2016 | $136.3M | $131.9M | $4.4M | 9 | 271 |
| Nov 2015 | $137.4M | $132.6M | $4.7M | 7 | 250 |
| Mar 2015 | $137.4M | $132.6M | $4.7M | 7 | 250 |
| Nov 2014 | $109.4M | $102.6M | $6.8M | 5 | 200 |
| Mar 2014 | $109.4M | $102.6M | $6.8M | 4 | 200 |
| Jun 2012 | $55.7M | $54.5M | $1.3M | 1 | 182 |
| Jun 2012 | $55.7M | $54.5M | $1.3M | 1 | 182 |
| Jun 2012 | $55.7M | $54.5M | $1.3M | 1 | 182 |
| May 2012 | $55.7M | $54.5M | $1.3M | 1 | 182 |
| Mar 2012 | $55.7M | $54.5M | $1.3M | 1 | 182 |
| Mar 2011 | $53.5M | $51.6M | $1.8M | 5 | -- |
| Jun 2010 | $43.6M | $42.7M | $866K | 5 | -- |
| Mar 2010 | $43.6M | $42.7M | $866K | 5 | -- |
DateAug 2022
Total AUM$365.6M
Discretionary$361.1M
Non-Disc.$4.5M
Employees11
Clients0
DateMar 2022
Total AUM$365.6M
Discretionary$361.1M
Non-Disc.$4.5M
Employees11
Clients0
DateFeb 2021
Total AUM$287.6M
Discretionary$283.9M
Non-Disc.$3.8M
Employees9
Clients0
DateMay 2020
Total AUM$210.4M
Discretionary$206.7M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2020
Total AUM$210.4M
Discretionary$206.7M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2019
Total AUM$169.1M
Discretionary$166.1M
Non-Disc.$3M
Employees8
Clients0
DateFeb 2018
Total AUM$162.7M
Discretionary$158.1M
Non-Disc.$4.6M
Employees8
Clients0
DateMar 2017
Total AUM$135.5M
Discretionary$131.6M
Non-Disc.$4M
Employees8
Clients300
DateOct 2016
Total AUM$136.3M
Discretionary$131.9M
Non-Disc.$4.4M
Employees9
Clients271
DateMar 2016
Total AUM$136.3M
Discretionary$131.9M
Non-Disc.$4.4M
Employees9
Clients271
DateNov 2015
Total AUM$137.4M
Discretionary$132.6M
Non-Disc.$4.7M
Employees7
Clients250
DateMar 2015
Total AUM$137.4M
Discretionary$132.6M
Non-Disc.$4.7M
Employees7
Clients250
DateNov 2014
Total AUM$109.4M
Discretionary$102.6M
Non-Disc.$6.8M
Employees5
Clients200
DateMar 2014
Total AUM$109.4M
Discretionary$102.6M
Non-Disc.$6.8M
Employees4
Clients200
DateJun 2012
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees1
Clients182
DateJun 2012
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees1
Clients182
DateJun 2012
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees1
Clients182
DateMay 2012
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees1
Clients182
DateMar 2012
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.3M
Employees1
Clients182
DateMar 2011
Total AUM$53.5M
Discretionary$51.6M
Non-Disc.$1.8M
Employees5
Clients--
DateJun 2010
Total AUM$43.6M
Discretionary$42.7M
Non-Disc.$866K
Employees5
Clients--
DateMar 2010
Total AUM$43.6M
Discretionary$42.7M
Non-Disc.$866K
Employees5
Clients--