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Jacob Herzka

CRAWFORD LAKE CAPITAL MANAGEMENT, LLC·LAKEWOOD, New Jersey
Unclaimed Profile
410 MONMOUTH AVE. SUITE #301, LAKEWOOD, NJ 08701CRD# 3031964Firm CRD# 175132
01

About

Jacob Herzka is a registered financial advisor based in LAKEWOOD, New Jersey, affiliated with CRAWFORD LAKE CAPITAL MANAGEMENT, LLC. 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
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC
AUM
$357M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CRAWFORD LAKE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 3031964
Firm CRD# 175132
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Herzka offer?
Jacob Herzka specializes in Retirement Planning. Contact their office in LAKEWOOD, New Jersey for a consultation.
What are Jacob Herzka's credentials?
Jacob Herzka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Herzka located?
Jacob Herzka is based in LAKEWOOD, New Jersey, working with CRAWFORD LAKE CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Jacob Herzka charge for services?
Jacob Herzka's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRAWFORD LAKE CAPITAL MANAGEMENT, LLC?
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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