$27.9M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2025
- Office Locations
- 1
Office Locations
1147 Hammond ST STE 3 Bangor ME
About Warren Financial, LLC
Warren Financial is a Maine-based registered investment advisor providing financial, tax, investment, and estate planning for business owners, medical professionals, retirees, and families. Led by CFP®/CPFA™ advisor Caleb Warren, the firm uses an asset-allocation and risk-management approach across ETFs, public funds, and fixed income, and supports client accounts custodied at Charles Schwab.
Team overview
25 AVG AGE
$27.9M AVG AUM / ADVISOR
$593.8K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Technology
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Owner & Executives
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Caleb James Warren
--
- CRD
- #7075385
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,645,062 | -- |
| Non-Discretionary | $3,264,000 | -- |
| Total | $27,909,062 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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