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
Lacey Schoenbachler (CRD# 6765509) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Eric Schoener (CRD# 2445794) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 30 years of experience in the finance industry.
John Schriver (CRD# 4484832) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Zach Senft (CRD# 6164706) 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.
Peter Sherlock (CRD# 5815014) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Maggie Shriver (CRD# 1039478) 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.
Patrick Siering (CRD# 5368830) 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.
Ryan Siewert (CRD# 6294252) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 7 years of experience in the finance industry.
Sarah Simon (CRD# 6265902) 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.
Aashka Singh (CRD# 6530906) 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.