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WARD & ASSOCIATES
3525 Del Mar Heights Road
# 333
San Diego, California 92130
Tel: 858-759-5330
About WARD & ASSOCIATES
WARD & ASSOCIATES, formally registered with the SEC as WARD & ASSOCIATES. The firm was established in 10/19/1998. They have over 1 offices throughout the country.
WARD & ASSOCIATES is a San Diego, California based Financial Planning firm with nearly $179,640,917 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107878 |
| SEC# | 801-55927 |
| Assets Managed by Firm | $179,640,917 |
| No. of Clients | 54 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 54 | $179,640,917 |
| Individuals (other than high net worth individuals) | 11 | $1,539,578 |
| High net worth individuals | 36 | $172,833,515 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,055,472 |
| Charitable organizations | Fewer than 5 clients | $2,816,963 |
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