Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-12-22 |
| MN | RA | APPROVED | 2019-06-19 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
701 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Minneapolis | MN | 03/2010 | 04/2019 |
| Cresset Asset Management, Llc | Minneapolis | MN | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-26 |
Reach out to this advisor