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WARD & ASSOCIATES
Tel: 858-759-5330
3525 Del Mar Heights Road # 333
San Diego, California 92130
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
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
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
107878
SEC#:
801-55927
No. of Clients:
54
Assets under Management
$179,640,917
No. of Advisors:
2
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