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- Custodian
- Charles Schwab & Company · T. Rowe Price · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-1999
- Office Locations
- 4
Office Locations
About THE L. Warner Companies, INC
The L. Warner Companies, Inc. is a Timonium, MD-based RIA offering individual wealth management and corporate consulting for high net worth individuals and successful organizations. The firm provides financial planning, retirement plan, tax/estate, and risk management support alongside discretionary portfolio management, with allocations heavily oriented to ETFs and investment-grade fixed income. Custody includes Charles Schwab; named a Baltimore Top Workplace.
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Owner & Executives
EDWIN SCOTT KILLINGER
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2426783
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL THOMAS ANDERSON
Executive Vice President
- CRD
- #1897303
Edward A Dixon
Senior Managing Director
- CRD
- #6750638
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $802,359,348 | $2,105,930 |
| Non-Discretionary | $0 | -- |
| Total | $802,359,348 | $2,105,930 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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