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).

By the Numbers
  • Total Assets Under Management
    40,730
    MILLION
  • Total Number of Accounts
    3,775
    ACCOUNTS
  • Average Account Value
    $10,789,422
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cresset Asset Management, LLC
Showing 41 - 50 of 136 top financial advisors.
41
Melissa A. Long
CRD#: 2817410
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

42
James E. Longinotti
CRD#: 6626202
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

43
George H. Lujan
CRD#: 6721805
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

44
Amy E. Macleod
CRD#: 5658258
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

45
Charles J. Maxwell
CRD#: 1568653
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

46
Thomas C. McKeown
CRD#: 6524439
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

47
Brent M. Meyer
CRD#: 7025438
444 W. Lake Street, Suite 4700, Chicago, IL 60606

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.

48
Mark T. Mulvoy
CRD#: 5418319
20 Horseneck Lane, Greenwich, CT 06830

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.

49
Wenyuan T. Nottebohm
CRD#: 5795761
3445 Peachtree Road, Suite 1400, Atlanta, GA 30326

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.

50
Anne C. Novak
CRD#: 4929309
701 Carlson Parkway, Suite 1400, Minnetonka, MN 55305

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.

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