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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | TREASURER & SECRETARY | NA | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WARNER, BARBARA, ANNE | I | VICE PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | VICE PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | VICE PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRES/CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | D | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | D | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | D | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | D | Control |
| WARNER, DAVID, STEPHEN | I | PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT & SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT & SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT & SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT/SECRETARY | D | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT & SECRETARY | D | Control |
| WARNER, BARBARA, ANNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WARNER, DAVID, STEPHEN | I | VICE PRESIDENT & SECRETARY | C | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | B | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | A | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | A | Control |
| WARNER, CHRISTOPHER, MICHAEL | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (9)
CA DC FL MD NC NJ PA TX VA
Address
4550 MONTGOMERY AVESUITE 352 NORTH
BETHESDA, MD 20814
United States
Phone: 301-961-9505