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Encinitas, California
$215.0 million AUM
1 office

Ward & Associates is based in Encinitas, California and has $215.0 million in assets under management.

Location
511 Saxony Place
Suite 101-W
Encinitas, CA 92024
$215.0 million
AUM
3
Employees
AUM Share
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$215,033,793
Assets under management
51 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 7 $1,065,037 0% $152,148
High net worth individuals 38 $202,423,474 94% $5,326,934
Pension and profit sharing plans 1 $813,565 0% $813,565
Charitable organizations 3 $9,118,512 4% $3,039,504
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$215,033,793
Assets under management
$71,677,931
AUM per employee
$71,677,931
AUM per investment analyst
About Share
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Compensation

Ward & Associates makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Ward & Associates provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 107,878
SEC number 801-55927
Legal structure Partnership
Legal governance California, United States
Latest ADV filing date March 30, 2020

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