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
Brett Greenspan (CRD# 5716586) 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.
Darci Hawkins (CRD# 4325762) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.
Renay Henderson (CRD# 4094429) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 22 years of experience in the finance industry.
David Jackson (CRD# 4382666) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 21 years of experience in the finance industry.
Dean Jackson (CRD# 2556318) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 29 years of experience in the finance industry.
David Karp (CRD# 2587445) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 29 years of experience in the finance industry.
Sam Katzman (CRD# 4170384) is an Investment Advisor Representative working at Cresset Asset Management, LLC in New York, NY and has over 23 years of experience in the finance industry.
Gregory Laughlin (CRD# 6505530) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 8 years of experience in the finance industry.
Sophie Lee (CRD# 6777619) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
David Legus (CRD# 5663493) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Naples, FL and has over 14 years of experience in the finance industry.