AdvisorOS Directory
Claim Profile
TW

Timothy Brad Woodward

SHORELINE ASSET MANAGEMENT, LLC·NEW CASTLE, Indiana
Unclaimed Profile
412 SOUTH MAIN STREET, NEW CASTLE, IN 47362-3311CRD# 6191791Firm CRD# 121764
01

About

Timothy Brad Woodward is a registered financial advisor based in NEW CASTLE, Indiana, affiliated with SHORELINE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHORELINE ASSET MANAGEMENT, LLC
SHORELINE WEALTH ADVISORS
AUM
$220M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SHORELINE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6191791
Firm CRD# 121764
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW CASTLE?

Browse all registered financial advisors in NEW CASTLE, Indiana or claim this profile if it's yours.

Browse NEW CASTLE AdvisorsAre you this advisor? Claim profile

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 Brad Woodward offer?
Timothy Brad Woodward specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW CASTLE, Indiana for a consultation.
What are Timothy Brad Woodward's credentials?
Timothy Brad Woodward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Brad Woodward located?
Timothy Brad Woodward is based in NEW CASTLE, Indiana, working with SHORELINE ASSET MANAGEMENT, LLC. Their office serves clients in the NEW CASTLE metropolitan area and surrounding communities.
How does Timothy Brad Woodward charge for services?
Timothy Brad Woodward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHORELINE ASSET MANAGEMENT, LLC?
SHORELINE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $220M 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 →
Other advisors in NEW CASTLE
Marion Eugene Shore — SHORELINE ASSET MANAGEMENT, LLCRobert Jay Bumbalough — SHORELINE ASSET MANAGEMENT, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile