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Andrew David Lowenstein

CRUDEN BAY INVESTMENT MANAGEMENT, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
2945 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 5207209Firm CRD# 284787
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About

Andrew David Lowenstein is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with CRUDEN BAY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
AUM
$461M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CRUDEN BAY INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5207209
Firm CRD# 284787
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew David Lowenstein offer?
Andrew David Lowenstein specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Andrew David Lowenstein's credentials?
Andrew David Lowenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew David Lowenstein located?
Andrew David Lowenstein is based in WESTLAKE VILLAGE, California, working with CRUDEN BAY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Andrew David Lowenstein charge for services?
Andrew David Lowenstein'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 CRUDEN BAY INVESTMENT MANAGEMENT, LLC?
CRUDEN BAY INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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