WOODWARD DIVERSIFIED CAPITAL, LLC

5401 Business Park South
#217
Bakersfield, California 93309
Tel: 661-498-7500

About WOODWARD DIVERSIFIED CAPITAL, LLC

WOODWARD DIVERSIFIED CAPITAL, LLC, formally registered with the SEC as WOODWARD DIVERSIFIED CAPITAL, LLC. The firm was established in 12/05/2019. They have over 1 offices throughout the country.

WOODWARD DIVERSIFIED CAPITAL, LLC is a Bakersfield, California based Financial Planning firm with nearly $507,517,232 assets under management, offering retirement planning & investment advisory services to 1092 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306299
SEC#	801-117741
Assets Managed by Firm	$507,517,232
No. of Clients	1092
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1092	$507,517,232
Individuals (other than high net worth individuals)	160	$25,818,974
High net worth individuals	155	$260,214,433
Pension and profit sharing plans	23	$17,752,105
Charitable organizations	13	$5,878,276
Corporations or other businesses	29	$21,039,662

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