SEC Form ADV

WARD & ASSOCIATES

Registered Investment AdviserCA
$187.2M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-107878
Location
SAN DIEGO, CA
Filing Date
June 23, 2026
AUM
$187.2M
Institutional Clients
4
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

WARD & ASSOCIATES is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $187.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.