Ward & Associates
Ward & Associates (CRD# 107878) is a financial advisory firm headquartered in San Diego, CA. They manage $170,818,987 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management171MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$3,163,315
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY
Financial Advisors at Ward & Associates
1
Kevin Ward (CRD# 4366815) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
2
William Ward, Jr. (CRD# 4366801) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
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