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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2005
- Office Locations
- 1
Office Locations
About Warren Capital Group
Warren Capital Group is a fiduciary wealth management firm serving individuals and businesses nationwide. The team provides investment portfolio management, retirement planning (including 401(k) and SIMPLE IRA plans), risk management, asset protection, and tax-efficient strategies. Clients get access to a planning portal that aggregates investment, retirement, and credit card accounts for ongoing monitoring. Established 2005.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH RICHARD WARREN
Chief Executive Officer, Financial Advisor, President
- CRD
- #2957268
- Ownership
- 75% or more
PARKER STELLING ALLEN
Chief Compliance Officer
- CRD
- #6438989
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HECTOR ENRIQUE MOLINI
Financial Advisor
- CRD
- #6923097
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,319,856 | $295,566 |
| Non-Discretionary | $5,669,178 | $1,417,295 |
| Total | $130,989,034 | $306,049 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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