Cresset Asset Management, LLC
Cresset Asset Management, LLC (CRD# 288566) is a financial advisory firm headquartered in Chicago, IL. They manage $40,730,067,238 in 3,775 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management40,730MILLION
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Total Number of Accounts3,775ACCOUNTS
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Average Account Value$10,789,422
- 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
Melissa Long (CRD# 2817410) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
James Longinotti (CRD# 6626202) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
George Lujan (CRD# 6721805) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 7 years of experience in the finance industry.
Amy Macleod (CRD# 5658258) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Charles Maxwell (CRD# 1568653) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 35 years of experience in the finance industry.
Thomas McKeown (CRD# 6524439) 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.
Brent Meyer (CRD# 7025438) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Mark Mulvoy (CRD# 5418319) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Greenwich, CT and has over 16 years of experience in the finance industry.
Wenyuan Nottebohm (CRD# 5795761) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.
Anne Novak (CRD# 4929309) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 13 years of experience in the finance industry.