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Last updated: February 23rd, 2020. Data source: SEC filings.
Ward & Associates, federally registered in 1998, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Ward & Associates manages $192.6 million and provides investment advisory services for 54 clients (1:27 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$3,566,550|
|Total AUM||$192.6 million|
|Advisor / Client Ratio||1:27|
|SEC Filings||View SEC IAPD CRD #107878|
|State(s) Registered||CA, NY|