This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-1998
- Office Locations
- 1
Office Locations
About Ward & Associates
Ward & Associates is an independent, fee-only, SEC-registered RIA providing wealth management and investment advisory services to individuals and families, plus their businesses, trusts, estates, and charitable foundations. The firm designs customized strategies and manages portfolios using third-party solutions (including ETFs, mutual funds, and select private funds) with a conflict-minimized, no-commission model and no proprietary products.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIN ANDREW WARD
Chief Compliance Officer, GENERAL PARTNER, Partner
- CRD
- #4366815
- Ownership
- 50% but less than 75%
WILLIAM THOMPSON WARD JR
GENERAL PARTNER
- CRD
- #4366801
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,800,000 | $3,587,755 |
| Non-Discretionary | $11,400,000 | $1,900,000 |
| Total | $187,200,000 | $3,403,636 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing