Woodward Diversified Capital, LLC

Woodward Diversified Capital, LLC (CRD# 306299) is a financial advisory firm headquartered in Bakersfield, CA. They manage $507,517,232 in 1,092 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5401 Business Park South, #217, Bakersfield, CA 93309
http://www.woodwarddiversifiedcapital.com
By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    1,092
    ACCOUNTS
  • Average Account Value
    $464,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, TX

Financial Advisors at Woodward Diversified Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Beau Woodward, financial advisor Bakersfield CA
Beau T. Woodward
CRD#: 3177273
5401 Business Park South, #217, Bakersfield, CA 93309

Beau Woodward (CRD# 3177273) is an Investment Advisor Representative working at Woodward Diversified Capital, LLC in Bakersfield, CA and has over 21 years of experience in the finance industry.

2
Gabriel Woodward, financial advisor Bakersfield CA
Gabriel T. Woodward
CRD#: 2820309
5401 Business Park South, #217, Bakersfield, CA 93309

Gabriel Woodward (CRD# 2820309) is an Investment Advisor Representative working at Woodward Diversified Capital, LLC in Bakersfield, CA and has over 19 years of experience in the finance industry.

3
Thomas Woodward, financial advisor Bakersfield CA
Thomas D. Woodward
CRD#: 472546
5401 Business Park South, #217, Bakersfield, CA 93309

Thomas Woodward (CRD# 472546) is an Investment Advisor Representative working at Woodward Diversified Capital, LLC in Bakersfield, CA and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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