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WOODWARD DIVERSIFIED CAPITAL, LLC
WOODWARD DIVERSIFIED CAPITAL, LLC
BAKERSFIELD, California
·
3 registered advisors
·
CRD# 306299
SEC# 801-117741
0
661-498-7500
01
Firm Overview
AUM
$508M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WOODWARD DIVERSIFIED CAPITAL, LLC
3 registered advisors
Beau Thomas Woodward
BAKERSFIELD, California
CRD# 3177273
Gabriel Thomas Woodward
BAKERSFIELD, California
CRD# 2820309
Thomas Dorsey Woodward
BAKERSFIELD, California
CRD# 472546
05
Office Locations
BAKERSFIELD, California
3 advisors
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Data sourced from SEC Form ADV filings. WOODWARD DIVERSIFIED CAPITAL, LLC (CRD# 306299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.