Unclaimed Profile

Douglas Patrick Regan

CRESSET ASSET MANAGEMENT, LLC·CHICAGO, Illinois

Clean recordCRESSET ASSET MANAGEMENT, LLC

444 W. LAKE STREET, CHICAGO, IL 60606CRD# 1835392Firm CRD# 288566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Patrick Regan · CHICAGO, IL

Registration

CRD #1835392 · CRESSET ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas Patrick Regan is a registered financial advisor based in CHICAGO, Illinois, affiliated with CRESSET ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CRESSET ASSET MANAGEMENT, LLC

AUM

$52.5B

Regulatory assets under management

Employees

402

Total firm employees

View all advisors at CRESSET ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1835392

Firm CRD# 288566

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Patrick Regan offer?

Douglas Patrick Regan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Douglas Patrick Regan's credentials?

Douglas Patrick Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Patrick Regan located?

Douglas Patrick Regan is based in CHICAGO, Illinois, working with CRESSET ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Douglas Patrick Regan charge for services?

Douglas Patrick Regan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESSET ASSET MANAGEMENT, LLC?

CRESSET ASSET MANAGEMENT, LLC has approximately 402 employees and manages $52.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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