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WARD & ASSOCIATES
SAN DIEGO, CA
858-759-5330
SEC #801-55927Total AUM
$187.2M
Employees
2Clients
55Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3525 DEL MAR HEIGHTS ROAD
# 333
SAN DIEGO
CA 92130
United States
# 333
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
858-759-5330
Financials
Total AUM
$187.2M
Accounts
55Discretionary
$175.8M
Accounts
49Non-Discretionary
$11.4M
Accounts
6
Clients
Individual Clients
9AUM
$1.8M
HNW Individual Clients
40AUM
$178.9M
Pension/Profit Sharing Plan Clients
1AUM
$1.5M
Charitable Organization Clients
3AUM
$3.3M
Corporation or Business Clients
2AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.