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Financial Advisor
California
Bakersfield
WOODWARD DIVERSIFIED CAPITAL, LLC

WOODWARD DIVERSIFIED CAPITAL, LLC

Tel: 661-498-7500 5401 Business Park South #217 Bakersfield, California 93309

About 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
Firm CRD#:

306299

Firm SEC#:

801-117741

Assets Under Management:

$507,517,232

No. of Clients:

1092

No. of Advisors:

5

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

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