Warren Capital Management, Inc. (Chevy Chase)

Name: Warren Capital Management, Inc.
Address: 2 Wisconsin Circle, Chevy Chase, MD, 20815
Telephone: 888-262-1040

Warren Capital Management, Inc. is an adviser based in Chevy Chase. It manages $47.43 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

Warren Capital Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Warren Capital Management: assets under management

The assets under management (AUM) of Warren Capital Management, Inc. is $47.43 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.15 million in discretionary accounts and $3.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $655 thousand.

Warren Capital Management has custody of $40.42 million in cash and securities for 91 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Warren Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chevy Chase

The principal office where Warren Capital Management, Inc. performs its advisory services is located at 2 Wisconsin Circle, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-262-1040 or by fax 240-235-6021. The normal business hours are 7am - 6pm on Monday - Friday. You can find more information about the New York firm at www.warcap.com.

Warren Capital Management, Inc. (Chevy Chase)

Warren Capital Management: assets under management

Fees & Commissions

Based in Chevy Chase

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