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WOODWARD DIVERSIFIED CAPITAL, LLC
Tel: 661-498-7500
5401 Business Park South #217
Bakersfield, California 93309
WOODWARD DIVERSIFIED CAPITAL, LLC
WOODWARD DIVERSIFIED CAPITAL, LLC is a Bakersfield, California based financial advisory firm with nearly $507,517,232 in assets under management and provides investment advisory services for 1092 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
306299
SEC#:
801-117741
No. of Clients:
1092
Assets under Management
$507,517,232
No. of Advisors:
5
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