Cresset Asset Management, LLC
Cresset Asset Management, LLC (CRD# 288566) is a financial advisory firm headquartered in Chicago, IL. They manage $24,611,926,730 in 2,665 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management24,612MILLION
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Total Number of Accounts2,665ACCOUNTS
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Average Account Value$9,235,245
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Jack Ablin (CRD# 4359773) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has 1 year of experience in the finance industry.
David Arizini (CRD# 2472927) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Jill Asrael (CRD# 6001851) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Serina Awadalla (CRD# 7058941) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Serina Awadalla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Berardi (CRD# 3134938) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Reston, VA and has over 24 years of experience in the finance industry.
Justin Berman (CRD# 4858475) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Patrick Biladeau (CRD# 5005781) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Zachary Bindler (CRD# 5810886) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 11 years of experience in the finance industry.
Stuart Birdt (CRD# 1233429) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Jacob Bond (CRD# 4986985) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry. Jacob Bond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.