WARD & ASSOCIATES
CRD #107878 SEC #801-55927 SAN DIEGO, CA 858-759-5330
SEC Registered
Total AUM
$191.3M
Discretionary
$175.8M
Employees
2
Clients
10
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $191.3M | $175.8M | $15.6M | 2 | 0 |
| Mar 2024 | $179.6M | $165.7M | $13.9M | 2 | 0 |
| Mar 2023 | $170.8M | $159.5M | $11.3M | 3 | 0 |
| Mar 2022 | $233.8M | $221.3M | $12.5M | 3 | 0 |
| Mar 2021 | $212.8M | $201M | $11.7M | 3 | 20 |
| Mar 2021 | $215M | $204.6M | $10.4M | 3 | 0 |
| Jun 2020 | $215M | $204.6M | $10.4M | 3 | 0 |
| Mar 2020 | $215M | $204.6M | $10.4M | 3 | 0 |
| Mar 2019 | $192.6M | $183.6M | $9M | 3 | 0 |
| Mar 2018 | $203.4M | $194.4M | $8.9M | 3 | 0 |
| Aug 2017 | $178.1M | $171M | $7.1M | 3 | 26 |
| Mar 2017 | $178.1M | $171M | $7.1M | 3 | 26 |
| Mar 2016 | $169M | $161.8M | $7.2M | 3 | 26 |
| Mar 2015 | $171.2M | $163.5M | $7.8M | 3 | 26 |
| Mar 2014 | $173.4M | $168.6M | $4.9M | 3 | 26 |
| Apr 2013 | $162.7M | $158.2M | $4.6M | 3 | 26 |
| Mar 2013 | $149.4M | $145.3M | $4.1M | 3 | 26 |
| Mar 2012 | $149.4M | $145.3M | $4.1M | 1 | 26 |
| Mar 2011 | $152.3M | $146.9M | $5.5M | 5 | -- |
| Jan 2011 | $137.4M | $132.1M | $5.3M | 5 | -- |
| Mar 2007 | $177.6M | $114.2M | $63.5M | 5 | -- |
| Mar 2006 | $163.2M | $99.4M | $63.9M | 5 | -- |
| Mar 2006 | $163.3M | $99.4M | $63.9M | 5 | -- |
| Mar 2002 | $151.4M | $84.7M | $66.7M | 5 | -- |
| Jun 2001 | $163M | $91.8M | $71.2M | 5 | -- |
DateMar 2025
Total AUM$191.3M
Discretionary$175.8M
Non-Disc.$15.6M
Employees2
Clients0
DateMar 2024
Total AUM$179.6M
Discretionary$165.7M
Non-Disc.$13.9M
Employees2
Clients0
DateMar 2023
Total AUM$170.8M
Discretionary$159.5M
Non-Disc.$11.3M
Employees3
Clients0
DateMar 2022
Total AUM$233.8M
Discretionary$221.3M
Non-Disc.$12.5M
Employees3
Clients0
DateMar 2021
Total AUM$212.8M
Discretionary$201M
Non-Disc.$11.7M
Employees3
Clients20
DateMar 2021
Total AUM$215M
Discretionary$204.6M
Non-Disc.$10.4M
Employees3
Clients0
DateJun 2020
Total AUM$215M
Discretionary$204.6M
Non-Disc.$10.4M
Employees3
Clients0
DateMar 2020
Total AUM$215M
Discretionary$204.6M
Non-Disc.$10.4M
Employees3
Clients0
DateMar 2019
Total AUM$192.6M
Discretionary$183.6M
Non-Disc.$9M
Employees3
Clients0
DateMar 2018
Total AUM$203.4M
Discretionary$194.4M
Non-Disc.$8.9M
Employees3
Clients0
DateAug 2017
Total AUM$178.1M
Discretionary$171M
Non-Disc.$7.1M
Employees3
Clients26
DateMar 2017
Total AUM$178.1M
Discretionary$171M
Non-Disc.$7.1M
Employees3
Clients26
DateMar 2016
Total AUM$169M
Discretionary$161.8M
Non-Disc.$7.2M
Employees3
Clients26
DateMar 2015
Total AUM$171.2M
Discretionary$163.5M
Non-Disc.$7.8M
Employees3
Clients26
DateMar 2014
Total AUM$173.4M
Discretionary$168.6M
Non-Disc.$4.9M
Employees3
Clients26
DateApr 2013
Total AUM$162.7M
Discretionary$158.2M
Non-Disc.$4.6M
Employees3
Clients26
DateMar 2013
Total AUM$149.4M
Discretionary$145.3M
Non-Disc.$4.1M
Employees3
Clients26
DateMar 2012
Total AUM$149.4M
Discretionary$145.3M
Non-Disc.$4.1M
Employees1
Clients26
DateMar 2011
Total AUM$152.3M
Discretionary$146.9M
Non-Disc.$5.5M
Employees5
Clients--
DateJan 2011
Total AUM$137.4M
Discretionary$132.1M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2007
Total AUM$177.6M
Discretionary$114.2M
Non-Disc.$63.5M
Employees5
Clients--
DateMar 2006
Total AUM$163.2M
Discretionary$99.4M
Non-Disc.$63.9M
Employees5
Clients--
DateMar 2006
Total AUM$163.3M
Discretionary$99.4M
Non-Disc.$63.9M
Employees5
Clients--
DateMar 2002
Total AUM$151.4M
Discretionary$84.7M
Non-Disc.$66.7M
Employees5
Clients--
DateJun 2001
Total AUM$163M
Discretionary$91.8M
Non-Disc.$71.2M
Employees5
Clients--