Deerwood Capital, LLC

Deerwood Capital, LLC (CRD# 153619) is a financial advisory firm headquartered in Lomita, CA. They manage $8,868,686 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $4,434,343
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Deerwood Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel D. Kim
CRD#: 5274993
26302 S Western Ave, Ste 8, Lomita, CA 90717
93
Wealthminder
score

Daniel Kim (CRD# 5274993) is an Investment Advisor Representative working at Deerwood Capital, LLC in Lomita, CA and has over 6 years of experience in the finance industry.

2
Joshua E. Soong
CRD#: 4823007
26302 S Western Ave, Ste 8, Lomita, CA 90717
90
Wealthminder
score

Joshua Soong (CRD# 4823007) is an Investment Advisor Representative working at Deerwood Capital, LLC in Lomita, CA and has 1 year of experience in the finance industry.

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