W
$513.2K Total AUM
$513.2K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2017
- Office Locations
- 1
Office Locations
-- Cimarron KS
About Warner Investments, LLC
Warner Investments, LLC is a Cimarron-based RIA. The firm has been operating for 8 years. Managing $513.2K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
60 AVG AGE
$513.2K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
C
CHARLES SCHOEN WARNER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4610192
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $513,246 | -- |
| Non-Discretionary | $0 | -- |
| Total | $513,246 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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