WARNER FINANCIAL, INC
CRD #135303 SEC #801-64223 BETHESDA, MD 301-961-9505
SEC Registered
Total AUM
$745.3M
Discretionary
$735.3M
Employees
4
Clients
26
Accounts
749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $745.3M | $735.3M | $10M | 4 | 0 |
| Mar 2025 | $745.3M | $735.3M | $10M | 4 | 0 |
| Mar 2024 | $627.5M | $613.3M | $14.2M | 4 | 0 |
| Mar 2024 | $627.5M | $613.3M | $14.2M | 4 | 0 |
| Mar 2023 | $539.7M | $527.7M | $12M | 4 | 1 |
| Apr 2022 | $602.8M | $589.5M | $13.3M | 4 | 1 |
| Apr 2022 | $602.8M | $589.5M | $13.3M | 4 | 1 |
| Mar 2022 | $602.8M | $589.5M | $13.3M | 4 | 1 |
| Apr 2021 | $514.6M | $496.6M | $18.1M | 3 | 1 |
| Mar 2021 | $514.6M | $496.6M | $18.1M | 3 | 1 |
| Mar 2021 | $514.6M | $496.6M | $18.1M | 3 | 1 |
| Oct 2020 | $452.5M | $438.7M | $13.7M | 3 | 0 |
| May 2020 | $452.5M | $438.7M | $13.7M | 3 | 0 |
| Feb 2020 | $452.5M | $438.7M | $13.7M | 3 | 0 |
| Feb 2019 | $361.4M | $344.5M | $17M | 3 | 1 |
| Nov 2018 | $386.3M | $377.2M | $9.1M | 3 | 1 |
| Jul 2018 | $386.3M | $377.2M | $9.1M | 3 | 1 |
| Mar 2018 | $386.3M | $377.2M | $9.1M | 4 | 1 |
| Nov 2017 | $374.1M | $356.9M | $17.2M | 4 | 0 |
| Sep 2017 | $299.1M | $270.3M | $28.8M | 4 | 200 |
| Mar 2017 | $258.3M | $233.1M | $25.2M | 4 | 200 |
| Mar 2016 | $234.1M | $202.6M | $31.5M | 4 | 200 |
| Mar 2015 | $237.3M | $206.5M | $30.8M | 4 | 200 |
| Oct 2014 | $233M | $195.9M | $37.1M | 4 | 168 |
| Mar 2014 | $200M | $168.1M | $31.9M | 4 | 168 |
| Jan 2014 | $146M | $121.4M | $24.6M | 5 | 149 |
| Nov 2013 | $146M | $121.4M | $24.6M | 5 | 149 |
| Sep 2013 | $146M | $121.4M | $24.6M | 5 | 149 |
| Mar 2013 | $146M | $121.4M | $24.6M | 5 | 149 |
| Mar 2012 | $117M | $92.8M | $24.1M | 1 | 127 |
| Mar 2011 | $110.1M | $0 | $110.1M | 5 | -- |
| Sep 2010 | $97.6M | $0 | $97.6M | 5 | -- |
| Mar 2009 | $77.7M | $0 | $77.7M | 5 | -- |
| Mar 2007 | $76.3M | $0 | $76.3M | 5 | -- |
| Mar 2006 | $51.4M | $0 | $51.4M | 5 | -- |
| Jun 2005 | $40.1M | $0 | $40.1M | 5 | -- |
DateMar 2025
Total AUM$745.3M
Discretionary$735.3M
Non-Disc.$10M
Employees4
Clients0
DateMar 2025
Total AUM$745.3M
Discretionary$735.3M
Non-Disc.$10M
Employees4
Clients0
DateMar 2024
Total AUM$627.5M
Discretionary$613.3M
Non-Disc.$14.2M
Employees4
Clients0
DateMar 2024
Total AUM$627.5M
Discretionary$613.3M
Non-Disc.$14.2M
Employees4
Clients0
DateMar 2023
Total AUM$539.7M
Discretionary$527.7M
Non-Disc.$12M
Employees4
Clients1
DateApr 2022
Total AUM$602.8M
Discretionary$589.5M
Non-Disc.$13.3M
Employees4
Clients1
DateApr 2022
Total AUM$602.8M
Discretionary$589.5M
Non-Disc.$13.3M
Employees4
Clients1
DateMar 2022
Total AUM$602.8M
Discretionary$589.5M
Non-Disc.$13.3M
Employees4
Clients1
DateApr 2021
Total AUM$514.6M
Discretionary$496.6M
Non-Disc.$18.1M
Employees3
Clients1
DateMar 2021
Total AUM$514.6M
Discretionary$496.6M
Non-Disc.$18.1M
Employees3
Clients1
DateMar 2021
Total AUM$514.6M
Discretionary$496.6M
Non-Disc.$18.1M
Employees3
Clients1
DateOct 2020
Total AUM$452.5M
Discretionary$438.7M
Non-Disc.$13.7M
Employees3
Clients0
DateMay 2020
Total AUM$452.5M
Discretionary$438.7M
Non-Disc.$13.7M
Employees3
Clients0
DateFeb 2020
Total AUM$452.5M
Discretionary$438.7M
Non-Disc.$13.7M
Employees3
Clients0
DateFeb 2019
Total AUM$361.4M
Discretionary$344.5M
Non-Disc.$17M
Employees3
Clients1
DateNov 2018
Total AUM$386.3M
Discretionary$377.2M
Non-Disc.$9.1M
Employees3
Clients1
DateJul 2018
Total AUM$386.3M
Discretionary$377.2M
Non-Disc.$9.1M
Employees3
Clients1
DateMar 2018
Total AUM$386.3M
Discretionary$377.2M
Non-Disc.$9.1M
Employees4
Clients1
DateNov 2017
Total AUM$374.1M
Discretionary$356.9M
Non-Disc.$17.2M
Employees4
Clients0
DateSep 2017
Total AUM$299.1M
Discretionary$270.3M
Non-Disc.$28.8M
Employees4
Clients200
DateMar 2017
Total AUM$258.3M
Discretionary$233.1M
Non-Disc.$25.2M
Employees4
Clients200
DateMar 2016
Total AUM$234.1M
Discretionary$202.6M
Non-Disc.$31.5M
Employees4
Clients200
DateMar 2015
Total AUM$237.3M
Discretionary$206.5M
Non-Disc.$30.8M
Employees4
Clients200
DateOct 2014
Total AUM$233M
Discretionary$195.9M
Non-Disc.$37.1M
Employees4
Clients168
DateMar 2014
Total AUM$200M
Discretionary$168.1M
Non-Disc.$31.9M
Employees4
Clients168
DateJan 2014
Total AUM$146M
Discretionary$121.4M
Non-Disc.$24.6M
Employees5
Clients149
DateNov 2013
Total AUM$146M
Discretionary$121.4M
Non-Disc.$24.6M
Employees5
Clients149
DateSep 2013
Total AUM$146M
Discretionary$121.4M
Non-Disc.$24.6M
Employees5
Clients149
DateMar 2013
Total AUM$146M
Discretionary$121.4M
Non-Disc.$24.6M
Employees5
Clients149
DateMar 2012
Total AUM$117M
Discretionary$92.8M
Non-Disc.$24.1M
Employees1
Clients127
DateMar 2011
Total AUM$110.1M
Discretionary$0
Non-Disc.$110.1M
Employees5
Clients--
DateSep 2010
Total AUM$97.6M
Discretionary$0
Non-Disc.$97.6M
Employees5
Clients--
DateMar 2009
Total AUM$77.7M
Discretionary$0
Non-Disc.$77.7M
Employees5
Clients--
DateMar 2007
Total AUM$76.3M
Discretionary$0
Non-Disc.$76.3M
Employees5
Clients--
DateMar 2006
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees5
Clients--
DateJun 2005
Total AUM$40.1M
Discretionary$0
Non-Disc.$40.1M
Employees5
Clients--