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CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
WESTLAKE VILLAGE, California
·
3 registered advisors
·
CRD# 284787
SEC# 801-108314
1
805-267-7184
01
Firm Overview
AUM
$461M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CRUDEN BAY INVESTMENT MANAGEMENT, LLC
3 registered advisors
Andrew David Lowenstein
WESTLAKE VILLAGE, California
CRD# 5207209
Jonathan Steven Herson
WESTLAKE VILLAGE, California
CRD# 5103079
Selwyn Samuel Herson
WESTLAKE VILLAGE, California
CRD# 5834746
05
Office Locations
WESTLAKE VILLAGE, California
3 advisors
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Data sourced from SEC Form ADV filings. CRUDEN BAY INVESTMENT MANAGEMENT, LLC (CRD# 284787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.