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).
Total Assets Under Management169MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$3,129,630
- A percentage of assets under your management
- Hourly charges
- 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)
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.
William Ward, Jr. (CRD# 4366801) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 15 years of experience in the finance industry.