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Building 2WOODWARD DIVERSIFIED CAPITAL, LLC

Map pinBAKERSFIELD, CA
Phone661-498-7500
NotebookSEC #801-117741
Total AUM
$609.8M
Employees
6
Clients
451

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5401 BUSINESS PARK SOUTH
#217
BAKERSFIELD
CA 93309
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
661-498-7500

ReceiptFinancials

Total AUM
$609.8M
Accounts
438
Discretionary
$609.8M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$25.5M
HNW Individual Clients
111
AUM
$331.8M
Pooled Vehicle Clients
11
AUM
$218.4M
Pension/Profit Sharing Plan Clients
22
AUM
$20.6M
Charitable Organization Clients
9
AUM
$5.7M
Corporation or Business Clients
13
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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