CRESSET ASSET MANAGEMENT, LLC

444 W. Lake Street
Suite 4700
Chicago, Illinois 60606
Tel: 312-429-2400

About CRESSET ASSET MANAGEMENT, LLC

CRESSET ASSET MANAGEMENT, LLC, formally registered with the SEC as CRESSET ASSET MANAGEMENT, LLC. The firm was established in 07/10/2017. They have over 26 offices throughout the country.

CRESSET ASSET MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $52,506,642,484 assets under management, offering retirement planning & investment advisory services to 3961 clients. The firm is staffed with 402 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288566
SEC#	801-110753
Assets Managed by Firm	$52,506,642,484
No. of Clients	3961
No. of Advisors	402

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3961	$52,506,642,484
Individuals (other than high net worth individuals)	785	$228,258,963
High net worth individuals	2990	$51,488,979,158
Charitable organizations	121	$459,932,792
Corporations or other businesses	49	$238,104,295

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