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Crescent BAY Advisors, LLC

Headquartered in CORONA DEL MAR, CA

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Firm Information

Crescent BAY Advisors, LLC is an investment advisor that provides financial planning and portfolio management services to individuals and other investment advisors. They offer consultation services and help clients select other advisors.

Crescent BAY Advisors, LLC

Not reported

Assets Under Management

29

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CRESCENT BAY ADVISORS, LLC has a total of 2 branch locations across the country.
location

Los Angeles, CA

location

CORONA DEL MAR, CA

Advisors at Crescent BAY Advisors, LLC

View All 4 Advisors
Unclaimed
Garrett Stanton Wong

CFA®, RA

CORONA DEL MAR, CA

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Disclosures

There are no public disclosures for Crescent BAY Advisors, LLC.

Frequently Asked Questions (10)

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