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
James Sioris (CRD# 4707615) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
Nathan Snodgrass (CRD# 2604549) 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.
Vimala Snow (CRD# 7051471) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Kenneth Sorosky (CRD# 2203827) is an Investment Advisor Representative working at Cresset Asset Management, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.
Augustus Spaulding (CRD# 5537023) 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.
Kenneth Stovall (CRD# 1068508) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 41 years of experience in the finance industry.
Adam Strauss (CRD# 5808715) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Phillip Strohm (CRD# 6270717) 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.
Matthew Teich (CRD# 4487832) 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.
Michael Texido (CRD# 2389763) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 28 years of experience in the finance industry.