CRUDEN BAY INVESTMENT MANAGEMENT, LLC

2945 Townsgate Road
Suite 200
Westlake Village, California 91361
Tel: 805-267-7184

About CRUDEN BAY INVESTMENT MANAGEMENT, LLC

CRUDEN BAY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CRUDEN BAY INVESTMENT MANAGEMENT, LLC. The firm was established in 08/30/2016. They have over 2 offices throughout the country.

CRUDEN BAY INVESTMENT MANAGEMENT, LLC is a Westlake Village, California based Financial Planning firm with nearly $460,880,549 assets under management, offering retirement planning & investment advisory services to 120 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284787
SEC#	801-108314
Assets Managed by Firm	$460,880,549
No. of Clients	120
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVISORY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	120	$460,880,549
Individuals (other than high net worth individuals)	32	$38,255,160
High net worth individuals	88	$328,696,617
Charitable organizations	Fewer than 5 clients	$93,928,772

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