Nathan Snodgrass

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

• 06/1993 → 03/2019
  Evanston Investments Inc. Dba Evanston Advisors
  Schaumburg, IL
• 03/2019 → 07/2023
  Cresset Asset Management, Llc
  Schaumburg, IL
• 07/2023 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 1998-07-28 → 2019-04-22
  Evanston Advisors
  Schaumburg, IL
• 1998-07-28 → 2002-12-31
  Evanston Advisors
  Schaumburg, IL

Other Businesses

1) As of September 2014, Mr. Snodgrass serves as trustee for a client account, providing general administrative and fiduciary services. This endeavor is not investment related. Mr. Snodgrass devotes 1-5 hours per year in this capacity, none of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst