Claim Profile
TC

Timothy Anson Call

CORNERSTONE ASSET MANAGEMENT, INC.·VENTURA, California
Unclaimed Profile
2021 SPERRY AVE, VENTURA, CA 93003-7417CRD# 4843997Firm CRD# 129731
01

About

Timothy Anson Call is a registered financial advisor based in VENTURA, California, affiliated with CORNERSTONE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CORNERSTONE ASSET MANAGEMENT, INC.
CORNERSTONE ASSET MANAGEMENT, INC.
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4843997
Firm CRD# 129731
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VENTURA?

Browse all registered financial advisors in VENTURA, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Anson Call offer?
Timothy Anson Call specializes in Retirement Planning. Contact their office in VENTURA, California for a consultation.
What are Timothy Anson Call's credentials?
Timothy Anson Call is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Anson Call located?
Timothy Anson Call is based in VENTURA, California, working with CORNERSTONE ASSET MANAGEMENT, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Timothy Anson Call charge for services?
Timothy Anson Call's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE ASSET MANAGEMENT, INC.?
CORNERSTONE ASSET MANAGEMENT, INC. has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty