Ward & Associates

Ward & Associates (CRD# 107878) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $169,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $3,129,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Ward & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Kevin A. Ward
CRD#: 4366815
Rancho Santa Fe, CA
98
Wealthminder
score

Kevin Ward (CRD# 4366815) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.

2
William T. Ward, Jr.
CRD#: 4366801
Rancho Santa Fe, CA
93
Wealthminder
score

William Ward, Jr. (CRD# 4366801) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.

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