Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Stanton Wong is a financial advisor with Crescent Bay Advisors, LLC. Garrett has been in the industry since 2011. Garrett has a Chartered Financial Analyst designation and is registered in California and Texas as an Investment Advisor Representative. The firm primarily provides financial planning and portfolio management services to individuals. Garrett is also a specialist in providing other consultation services. Crescent Bay Advisors, LLC is a Registered Investment Advisor with a total of 4 investment advisor representatives. The firm has approximately 29 clients and primarily manages assets for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/13/2019 - Present
Crescent BAY Advisors, LLC (CORONA DEL MAR CA)
Active
Inactive
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