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Cresset Asset Management, LLC CRD 288566
$78.9B regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| CO | RA | APPROVED | 2021-10-25 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
1144 15Th Street Suite 2600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Private Bank | Denver | CO | 09/2009 | 09/2021 |
| Cresset Asset Management, Llc | Denver | CO | 09/2021 | Present |
1. Partial Owner; 245 S. Franklin, LLC; 245 Denver, CO; Since June 1, 2020; Investment related; Approximately 5-10 hours spent per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-02 |
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