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
Shane Harjes (CRD# 6527994) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Jason Heckler (CRD# 3273688) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
Kaitlin Hyland (CRD# 6251006) 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.
Michael Juettner (CRD# 7314765) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Daniel Kambeitz (CRD# 7166786) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Zachary Kanicka (CRD# 5940337) 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.
Joshua Kanter (CRD# 7175683) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Andrew Karasyk (CRD# 6534828) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Greenwich, CT and has over 8 years of experience in the finance industry.
John Klopfenstein (CRD# 7538120) 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.
Camille Kroncke (CRD# 6870127) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.