Unclaimed Profile

Daniel A Ward

HBW ADVISORY SERVICES LLC·SIMI VALLEY, California

Clean recordHBW ADVISORY SERVICES LLC

3355 COCHRAN STREET, SIMI VALLEY, CA 93063CRD# 4927039Firm CRD# 143665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel A Ward · SIMI VALLEY, CA

Registration

CRD #4927039 · HBW ADVISORY SERVICES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel A Ward is a registered financial advisor based in SIMI VALLEY, California, affiliated with HBW ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HBW ADVISORY SERVICES LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HBW ADVISORY SERVICES LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4927039

Firm CRD# 143665

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel A Ward offer?

Daniel A Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMI VALLEY, California for a consultation.

What are Daniel A Ward's credentials?

Daniel A Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel A Ward located?

Daniel A Ward is based in SIMI VALLEY, California, working with HBW ADVISORY SERVICES LLC. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.

How does Daniel A Ward charge for services?

Daniel A Ward's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HBW ADVISORY SERVICES LLC?

HBW ADVISORY SERVICES LLC has approximately 67 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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