firm profile

Warren Financial, LLC

RIA Bangor, ME CRD 334439 Last verified October 2026

Overview

Warren Financial, LLC is a state registered investment adviser based in Bangor, ME, registered since 2025. It reports $27.9M in assets under management across 132 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM: $27.9M
Discretionary: 88%
Accounts: 132
Average account: $211K
Employees: 1
Advisory reps: 1
Registered since: 2025
Jurisdictions: 1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services: Financial Planning
Individuals or Small Business
Pension Consulting
Client types: High Net Worth Individuals
Individuals
Pension/Profit Sharing Plan
Fee structure: Fixed Fees, Hourly Charges and Percentage of Assets

Advisory reps 1 of 1

Caleb James Warren Insurance Agent · Investment Adviser Rep CRD 7075385

Location

Headquarters: 1147 Hammond St Ste 3
Bangor, ME 04401
County: Penobscot
Metro area: Bangor, ME
Region: Northeast

Registrations

State registered
Registered in 1 jurisdiction
Website: calendly.com/warrenfinancialplan

Every state, with registration dates

Similar firms near Bangor

Means Wealth ManagementBangor, ME$1.6B AUM
BirchbrookBangor, ME$296M AUM
Eagle Financial StrategiesBangor, ME$146M AUM
Oldfield Wealth PartnersBangor, ME$11M AUM
Stillwater InvestingVeazie, ME$1.8M AUM

request a demo

See what we have on Warren Financial, LLC

We'll walk you through the full profile and how to find more firms like this one.