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
Joshua Togger (CRD# 6325924) 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.
Paul Tramontano (CRD# 1248719) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Greenwich, CT and has over 40 years of experience in the finance industry.
Michelle Trivers (CRD# 2510549) 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.
Ryan Walker (CRD# 5998106) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Jamie Wall (CRD# 2729575) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Catherine Ward (CRD# 1259272) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Stephen Wathen (CRD# 2523921) 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.
Andrew Woolridge (CRD# 4159004) 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.
William Acuff (CRD# 7641433) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Savannah Andersen (CRD# 7126876) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 4 years of experience in the finance industry.