| Name | Title | Ownership | Since |
|---|---|---|---|
| Jr. William Thompson Ward Control | General Partner | 50-75% | 1997 |
| Kevin Andrew Ward Control | General Partner, Chief Compliance Officer | 50-75% | 2000 |
Ward & Associates reports $191.3 million in regulatory assets under management on its Form ADV.
Ward & Associates reports 2 employees.
Ward & Associates is based in San Diego, CA and has been SEC-registered since 1998.
Ward & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3525 del Mar Heights Road, # 333, San Diego, CA 92130 |
| Phone | 858-759-5330 |
| Fax | 858-759-5334 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $175.8M |
| Non-discretionary | $15.6M |
| Total (RAUM) | $191.3M |