Cruden Bay Investment Management, LLC
Cruden Bay Investment Management, LLC (CRD# 284787) is a financial advisory firm headquartered in Westlake Village, CA. They manage $460,880,549 in 120 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management461MILLION
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Total Number of Accounts120ACCOUNTS
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Average Account Value$3,840,671
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, MI, NY, PA
Jonathan Herson (CRD# 5103079) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 18 years of experience in the finance industry.
Selwyn Herson (CRD# 5834746) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 9 years of experience in the finance industry.
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.
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.