WARD & ASSOCIATES

WARD & ASSOCIATES of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 107878). Regulatory assets under management: $187.2M.

Registration

• CRD: 107878
• SEC file number: 801-55927
• Type: Registered investment adviser
• Location: 3525 DEL MAR HEIGHTS ROAD, # 333, SAN DIEGO, CA, 92130
• Phone: 858-759-5330
• Latest filing: 2026-06-23
• Regulatory AUM: $187.2M
• Discretionary AUM: $175.8M
• Non-discretionary AUM: $11.4M
• Clients: 2
• Accounts: 55

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 107878 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search