Ward Capital Management LLC

Ward Capital Management LLC (CRD# 170400) is a financial advisory firm headquartered in , . They manage $28,431,543 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/chris-ward-68363373/
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $430,781
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ward Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Ward, financial advisor Escondido CA
Christopher L. Ward
CRD#: 2462629
Escondido, CA

Christopher Ward (CRD# 2462629) is an Investment Advisor Representative working at Ward Capital Management LLC in Escondido, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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