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
Andrew Ohman (CRD# 4651040) 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.
Lars Okeson (CRD# 6016170) 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.
Thomas Pell (CRD# 5852449) 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.
Amanda Plonski (CRD# 5114320) 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.
Andrew Preisendanz (CRD# 6190016) 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.
Douglas Raetz (CRD# 3118886) is an Investment Advisor Representative working at Cresset Asset Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Angela Raitzin (CRD# 4230868) 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.
Patrick Regan (CRD# 2515605) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 24 years of experience in the finance industry.
James Robbins (CRD# 2823785) 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.
Timothy Ross (CRD# 4912149) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 18 years of experience in the finance industry.