Overview
Assets Under Management: $508 million
Headquarters: BAKERSFIELD, CA
High-Net-Worth Clients: 100
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,092
Discretionary Accounts: 1,092
Regulatory Filings
CRD Number: 306299
Last Filing Date: 2024-03-13 00:00:00
Website: https://woodwarddivcap.com