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Thomas Dorsey Woodward

WOODWARD DIVERSIFIED CAPITAL, LLC·BAKERSFIELD, California
Unclaimed Profile
5401 BUSINESS PARK SOUTH, BAKERSFIELD, CA 93309CRD# 472546Firm CRD# 306299
01

About

Thomas Dorsey Woodward is a registered financial advisor based in BAKERSFIELD, California, affiliated with WOODWARD DIVERSIFIED CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WOODWARD DIVERSIFIED CAPITAL, LLC
WOODWARD DIVERSIFIED CAPITAL, LLC
AUM
$508M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WOODWARD DIVERSIFIED CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 472546
Firm CRD# 306299
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Dorsey Woodward offer?
Thomas Dorsey Woodward specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Thomas Dorsey Woodward's credentials?
Thomas Dorsey Woodward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Dorsey Woodward located?
Thomas Dorsey Woodward is based in BAKERSFIELD, California, working with WOODWARD DIVERSIFIED CAPITAL, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Thomas Dorsey Woodward charge for services?
Thomas Dorsey Woodward's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODWARD DIVERSIFIED CAPITAL, LLC?
WOODWARD DIVERSIFIED CAPITAL, LLC has approximately 5 employees and manages $508M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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