Ward Financial
Investment Management • 
Honolulu, Hawaii, United States • 1-10 Employees
Company overview
| Headquarters | Honolulu, Hawaii, United States |
| Phone number | +18082558381 |
| Website | |
| NAICS | 5231 |
| SIC | 614 |
| Keywords | Stocks, 401K, IRA, Roth Ira, Annuities, Life Insurance, Long Term Care, Financial Planning, Estate Planning, Mutual Funds, Retirement, Investment Management, ETF, Rollovers |
| Employees | 1-10 |
| Socials |
Key Contact at Ward Financial
Garnet J. Ward
Owner and Insurance Advisor
Ward Financial Email Formats
Ward Financial uses 1 email format. The most common is {first initial} (e.g., j@ward.financial), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ward.financial | 100% |
About Ward Financial
Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services Clearing Agent: Fidelity Clearing & Custody Solutions Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100Foradditional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Ward Financial revenue & valuation
| Annual revenue | $45,600,000 |
| Revenue per employee | $22,765,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $145,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Ward Financial has never raised funding before.
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