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Warren Fiancial Service & Associates, Inc. (Exton)


Warren Fiancial Service & Associates, Inc. is a large advisory firm based in Exton. It manages $29.26 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Delaware, Illinois, and Pennsylvania.

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Warren Fiancial Service & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Warren Fiancial Service & Associates: assets under management

The assets under management (AUM) of Warren Fiancial Service & Associates, Inc. is $29.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Warren Fiancial Service & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Exton

The principal office where Warren Fiancial Service & Associates, Inc. performs its advisory services is located at 7 Dowlin Forge Rd, Exton, PA 19341, which is also the mailing address of the firm. An additional office of the firm is in Downingtown, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-363-2000 or by fax 610-363-2223. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.warrenfinancialservice.com.


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