WARD & ASSOCIATES
SEC Form ADV profile.
Total regulatory AUM
$187,200,000
Discretionary
$175,800,000
Non-discretionary
$11,400,000
Firm details
- CRD number
- 107878
- SEC file number
- 801-55927
- Main office
- SAN DIEGO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.WARDINVEST.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.