WARD FINANCIAL ADVISORS, LTD.
CRD #139673 SEC #801-66269 COLUMBIA, SC 803-929-0720
SEC Registered
Total AUM
$62.3M
Discretionary
$59.8M
Employees
1
Clients
11
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $62.3M | $59.8M | $2.5M | 1 | 26 |
| May 2012 | $62.3M | $59.8M | $2.5M | 1 | 26 |
| Apr 2012 | $62.3M | $59.8M | $2.5M | 1 | 26 |
| Feb 2011 | $64.7M | $62.6M | $2.1M | 5 | -- |
| Mar 2010 | $71.5M | $67.1M | $4.3M | 5 | -- |
| Mar 2009 | $59.6M | $54.8M | $4.9M | 5 | -- |
| Mar 2007 | $61.2M | $58.9M | $2.3M | 5 | -- |
| Mar 2007 | $61.2M | $58.9M | $2.3M | 5 | -- |
| Feb 2006 | $28M | $25M | $3M | 5 | -- |
| Feb 2006 | $28M | $25M | $3M | 5 | -- |
DateJun 2012
Total AUM$62.3M
Discretionary$59.8M
Non-Disc.$2.5M
Employees1
Clients26
DateMay 2012
Total AUM$62.3M
Discretionary$59.8M
Non-Disc.$2.5M
Employees1
Clients26
DateApr 2012
Total AUM$62.3M
Discretionary$59.8M
Non-Disc.$2.5M
Employees1
Clients26
DateFeb 2011
Total AUM$64.7M
Discretionary$62.6M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2010
Total AUM$71.5M
Discretionary$67.1M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2009
Total AUM$59.6M
Discretionary$54.8M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2007
Total AUM$61.2M
Discretionary$58.9M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2007
Total AUM$61.2M
Discretionary$58.9M
Non-Disc.$2.3M
Employees5
Clients--
DateFeb 2006
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2006
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--