CRESSET ASSET MANAGEMENT, LLC

CHICAGO, Illinois·21 registered advisors·CRD# 288566
SEC# 801-11075325312-429-2400
01

Firm Overview

AUM
$52.5B
Regulatory assets under management
Employees
402
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CRESSET ASSET MANAGEMENT, LLC

21 registered advisors
Alex Pfister
CHICAGO, Illinois
Amy Hong
CHICAGO, Illinois
Brigid Kathleen Reidy
CHICAGO, Illinois
Daniel Baruch Lidawer
CHICAGO, Illinois
David D Jackson
CHICAGO, Illinois
Douglas Patrick Regan
CHICAGO, Illinois
Eric David Becker
CHICAGO, Illinois
Jack Alan Ablin
CHICAGO, Illinois
Jessica Gale Malkin
CHICAGO, Illinois
John Peter Amboian
CHICAGO, Illinois
Jordan Michael Zahn
CHICAGO, Illinois
Marianne Jeannette Schmitt Hellauer
CHICAGO, Illinois
Mayo A Shattuck
CHICAGO, Illinois
Michael Aaron Cole
CHICAGO, Illinois
Michael Costabile
CHICAGO, Illinois
Nimesh Patel
CHICAGO, Illinois
Paul Eric Tramontano
CHICAGO, Illinois
Randall Conte
CHICAGO, Illinois
Robert Steven Pagliuco
CHICAGO, Illinois
Susan Cranston Hamilton
CHICAGO, Illinois
William Alan Rudnick
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
21 advisors

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Data sourced from SEC Form ADV filings. CRESSET ASSET MANAGEMENT, LLC (CRD# 288566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.