WARD WEALTH MANAGEMENT SERVICES, INC.
WARD WEALTH MANAGEMENT SERVICES, INC. of STILLWATER, OK is an SEC-registered investment adviser (CRD 117810). Regulatory assets under management: $32.8M.
Registration
- CRD: 117810
- SEC file number: 801-68992
- Type: Registered investment adviser
- Location: 110 WEST HALL OF FAME AVENUE, STILLWATER, OK, 74075
- Phone: 405-372-8440
- Latest filing: 2012-05-03
- Regulatory AUM: $32.8M
- Discretionary AUM: $32.8M
- Clients: 1
- Accounts: 261
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WARD JAMES CLEYON | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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