Ward Financial
Ward Financial (CRD# 129371) is a financial advisory firm headquartered in Waltham, MA. They manage $1,621,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ward Financial
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts2ACCOUNTS
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Average Account Value$810,500
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Ward Financial
1
Thomas Sullivan (CRD# 2570110) is an Investment Advisor Representative working at Ward Financial in Waltham, MA and has over 29 years of experience in the finance industry.
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