Justin
Mccurdy

Manhattan West Asset Management, LLC

CRD#6227849
Investment Advisor
in Los Angeles, CA

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About this Advisor

Justin Mccurdy is a financial advisor working out of Los Angeles, California, who has 6 years of industry experience. Mccurdy is an advisor for Manhattan West Asset Management, LLC. The advisor has gained experience at Morgan Stanley, University Of Southern California, Adviceperiod, LLC and Manhattan West Asset Management, LLC. Mccurdy has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Manhattan West Asset Management, LLC is a firm based out of Los Angeles, CA. It controls $737 million in total assets across its 624 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 624 customer accounts, 28% are associated with high-net-worth investors who have at least $1 million in investable assets. Manhattan West Asset Management, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Manhattan West Asset Management, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1999 Avenue Of The Stars Suite 2500
Los Angeles, CA 90067

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Manhattan West Asset Management, LLC Brokerage Details

Total Assets Under Management

$737,222,535

CA Average: $7,578,581,321
Total Number of Employees

29

CA Average: 43
Total Number of Accounts

624

CA Average: 3,727
Average Account Size

$1,181,446

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Justin Mccurdy Work History

Justin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Manhattan West Asset Management, LLC

2016 - 2017 (1 year)

Adviceperiod, LLC

2013 - 2016 (3 years)

Morgan Stanley

2009 - 2013 (4 years)

University Of Southern California

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Mccurdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Manhattan West Asset Management, LLC

Tyler Robuck
Los Angeles, CA
Christopher Wahl
Los Angeles, CA
Robert Wussler
Los Angeles, CA
Francois Schramek
Los Angeles, CA
Angelica Spielman
Los Angeles, CA
Lorenzo Esparza
Los Angeles, CA
Michael Galanowsky
Los Angeles, CA
Kate Kurz
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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