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
Firm Details
- Organization Type
- Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, WILLIAM, THOMPSON | I | GENERAL PARTNER | NA | |
| WARD, WILLIAM, THOMPSON | I | GENERAL PARTNER | NA | |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, JR., WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, KEVIN, ANDREW | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WARD, WILLIAM, T | I | GENERAL PARTNER | C | Control |
| WARD, WILLIAM, T | I | GENERAL PARTNER | C | Control |
| WARD, WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
| WARD, WILLIAM, THOMPSON | I | GENERAL PARTNER | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
3525 DEL MAR HEIGHTS ROAD# 333
SAN DIEGO, CA 92130
United States
Phone: 858-759-5330