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Ward & Associates

Headquartered in SAN DIEGO, CA

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Firm Information

Ward & Associates, located in SAN DIEGO, CA, is an investment advisory firm that specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm has a total of 54 client accounts with $179,640,917 in regulatory assets under management. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and other business entities.

Ward & Associates

3525 DEL MAR HEIGHTS ROAD

SAN DIEGO, CA 92130

$179.64M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WARD & ASSOCIATES has a total of 1 branch locations across the country.
location

RANCHO SANTA FE, CA

Advisors at Ward & Associates

View All 2 Advisors
Unclaimed
William Thompson Ward,jr.

RA

RANCHO SANTA FE, CA

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Unclaimed
Kevin Andrew Ward

RA

RANCHO SANTA FE, CA

View Profile

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Disclosures

There are no public disclosures for Ward & Associates.

Frequently Asked Questions (8)

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