Cory James Boggs

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 02/2017
  City National Bank
  Los Angeles, CA
• 02/2017 → 05/2017
  Unemployed
  Los Angeles, CA
• 05/2017 → 07/2026
  Manchester Capital Management Llc
  Montecito, CA
• 07/2026 → Present
  Cresset Asset Management, Llc
  Santa Barbara, CA

Previous Registrations

• 2017-11-20 → 2026-07-28
  Manchester Capital Management Llc
  Montecito, CA
• 2017-11-20 → 2024-01-06
  Manchester Capital Management Llc
  Montecito, CA
• 2016-01-22 → 2017-03-03
  Rbc Securities, Inc
  Long Beach, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
• 2015-03-04 → 2016-01-14
  Rbc Rochdale, Llc
  Los Angeles, CA
  New York, NY
• 2012-10-15 → 2013-04-09
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Other Businesses

THIRTY22 Investment Group; 128 Bluefield Ave. Newbury Park, CA 91320; Investment-related; Since 11/2021; President/Owner; firm invests in operating businesses; Oversight of businesses and investments. Review financials. Analysis of new opportunities. Long-term planning of holding company; Devotes 10-20 hours/month and minimal to zero hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-13

Designations

• Certified Financial Planner
• Chartered Financial Analyst