Ward & Associates, a small investment advisory firm based out of San Diego, CA, is dedicated to providing exceptional financial services to its clients. With a team of three highly skilled professionals, they specialize in investment advisory services, offering expert guidance and strategic planning to help clients achieve their financial goals. The firm boasts an impressive average of approximately $97,030,000 in assets under management per investment advisor, which aligns with the industry average. This demonstrates their ability to effectively manage substantial portfolios while maintaining a personalized approach to each clie...