Crescent Bay Advisors, Inc. Employee Directory

Q: How many employees does Crescent Bay Advisors, Inc. have currently?

Crescent Bay Advisors, Inc. has approximately 15 employees.

Financial ServicesCalifornia, United States11-50 Employees

Crescent Bay Advisors (CBA) provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations. We offer a customized service, including tax planning, estate planning, investment advice, charitable planning, and risk management, paired with fully integrated business management and personal accounting services.

Find Crescent Bay Advisors, Inc. employees' phone numbers or email addresses

Crescent Bay Advisors, Inc. Global Highlights

North America
12

United States Of America
11
Canada
1

Crescent Bay Advisors, Inc.'s Leadership

T. M.
Partner
Mobile Phone
Email
C. B.
Director Of Tax
Mobile Phone
Email
N. V.
Financial Analyst
Mobile Phone
Email
G. W.
Financial Advisor
Mobile Phone
Email
L. S.
Mobile Phone
Email

Contact profiles from Crescent Bay Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

T. M.
Partner
Mobile Phone
Email
CanadaBritish Columbia
Jul 19, 2025
C. B.
Director Of Tax
Mobile Phone
Email
United StatesArkansas
Aug 12, 2025
N. V.
Financial Analyst
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
G. W.
Financial Advisor
Mobile Phone
Email
Oct 16, 2024
L. S.
Mobile Phone
Email
UNITED STATES
Apr 22, 2024

Frequently Asked Questions

What is Crescent Bay Advisors, Inc. known for?

Crescent Bay Advisors, Inc. operates in the Financial Services industry. The company's main headquarters is located in Corona del Mar, CA 92625 US. Explore Crescent Bay Advisors, Inc.'s company overview page for more information.

What is Crescent Bay Advisors, Inc.'s most common email format?

Crescent Bay Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crescent Bay Advisors, Inc. email formats with LeadIQ.

How many employees does Crescent Bay Advisors, Inc. have currently?

Crescent Bay Advisors, Inc. has approximately 15 employees as of June 2025. These team members are located across 1 continents, including North America.

Who are Crescent Bay Advisors, Inc.'s key employees and leadership?

As of June 2025, Crescent Bay Advisors, Inc.'s key employees include:

Partner: T. M.
Director Of Tax: C. B.
Financial Analyst: N. V.
Financial Advisor: G. W.
: L. S.

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