Cruden Bay Investment Management, LLC

Cruden Bay Investment Management, LLC (CRD# 284787) is a financial advisory firm headquartered in Westlake Village, CA. They manage $440,739,762 in 483 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $912,505
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, NY, PA

Financial Advisors at Cruden Bay Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan S. Herson
CRD#: 5103079
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

Jonathan Herson (CRD# 5103079) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 17 years of experience in the finance industry.

2
Selwyn S. Herson
CRD#: 5834746
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

Selwyn Herson (CRD# 5834746) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 8 years of experience in the finance industry.

3
Andrew D. Lowenstein
CRD#: 5207209
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

Andrew Lowenstein (CRD# 5207209) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 17 years of experience in the finance industry.

4
Jacob S. Kester
CRD#: 6690932
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

Jacob Kester (CRD# 6690932) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.

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