WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
SEC file number 801-79496
· EXTON, PA
https://warrenserviceco.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$365.6M
Discretionary AUM
$361.1M
Employees
11
Clients
—
Firm
- Address
- 7 DOWLIN FORGE RD
EXTON, PA 19341 - Phone
- —
- Website
- https://warrenserviceco.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M