Ward Wealth Management Services, Inc.
Ward Wealth Management Services, Inc. (CRD# 117810) is a financial advisory firm headquartered in Stillwater, OK. They manage $37,169,603 in 108 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ward Wealth Management Services, Inc.
By the Numbers
-
Total Assets Under Management37MILLION
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$344,163
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK
Financial Advisors at Ward Wealth Management Services, Inc.
No Advisor Found.
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