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
Christopher Demonte (CRD# 4088367) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Wonee Janet Dougherty (CRD# 4441437) 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.
Kelly Downs (CRD# 4217109) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Kimberly Dubord (CRD# 6212086) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.
Robert Dunkin (CRD# 5808739) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Joseph Falchek (CRD# 6082289) 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.
David Fisher (CRD# 6935865) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Jon Goldstein (CRD# 2163575) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 32 years of experience in the finance industry.
Heather Goodman (CRD# 4513203) is an Investment Advisor Representative working at Cresset Asset Management, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
Blake Green (CRD# 6504287) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.