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
Elizabeth Lawther (CRD# 5172363) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Megan Lepman (CRD# 6754746) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Alexander Lytle (CRD# 7635892) is an Investment Advisor Representative working at Cresset Asset Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Beatrice Maidman (CRD# 7456762) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Kevin McGuire (CRD# 3116439) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Michael Mohr (CRD# 4387968) 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 O'connell (CRD# 5913452) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Greenwich, CT and has over 11 years of experience in the finance industry.
Ryan Ortiz (CRD# 7359489) 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.
Dimant Patel (CRD# 7668905) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Michael Pinckney (CRD# 5869126) 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.