Ilene Salcman
Investment adviser representative at The L. Warner Companies, Inc
28 yearsExperience
1 stateRegistered in
$802.4MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- M Holdings Securities, Inc.Dec 2006 to now
- The L. Warner Companies, IncSep 1998 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MD).
The L. Warner Companies, Inc
$802.4MAssets managed
465Clients
9Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3196798
- Firm CRD
- 108001