WARD & ASSOCIATES
Tel: 858-759-5330 3525 Del Mar Heights Road # 333 San Diego, California 92130
About WARD & ASSOCIATES
WARD & ASSOCIATES is a San Diego, California based financial advisory firm with nearly $179,640,917 in assets under management and provides investment advisory services for 54 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
107878
Firm SEC#:
801-55927
Assets Under Management:
$179,640,917
No. of Clients:
54
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
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