Cresset Asset Management, LLC
Cresset Asset Management, LLC (CRD# 288566) is a financial advisory firm headquartered in Chicago, IL. They manage $43,670,122,905 in 3,929 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management43,670MILLION
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Total Number of Accounts3,929ACCOUNTS
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Average Account Value$11,114,819
- 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
James Cheap (CRD# 7030243) is an Investment Advisor Representative working at Cresset Asset Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Brett Cloe (CRD# 7389347) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
John Crowther (CRD# 7484744) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 2 years of experience in the finance industry.
Matthew Delricco (CRD# 7407777) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 2 years of experience in the finance industry.
Tidiane Drame (CRD# 7756170) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Richmond, CA and has 1 year of experience in the finance industry.
Patrick Dunton (CRD# 5769875) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Christopher Fisher (CRD# 7538259) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Sean Freitas (CRD# 7259987) is an Investment Advisor Representative working at Cresset Asset Management, LLC in New York, NY and has over 3 years of experience in the finance industry.
Richard Hall (CRD# 2378759) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Rupert Hansford (CRD# 7823624) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.