Ward Capital Management LLC

Ward Capital Management LLC (CRD# 170400) is a financial advisory firm headquartered in Escondido, CA. They manage $10,698,498 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
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
  • Pension consulting services
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.


Financial Advisors at Ward Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
Christopher L. Ward
CRD#: 2462629
101 East 11th Ave, Escondido, CA 92025

Christopher Ward (CRD# 2462629) is an Investment Advisor Representative working at Ward Capital Management LLC in Escondido, CA and has over 22 years of experience in the finance industry.

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