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Isabel Katarzyna Chudzik

Cresset Asset Management, LLC

Chicago, IL

Reston, VA

CRD 5574685

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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:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-06-25
  • IL RA
    APPROVED
    Since 2020-06-25

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pagnatokarp Partners, Llc Reston VA 03/2016 06/2020
Cresset Asset Management, Llc Chicago IL 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-01
  • S66 Uniform Combined State Law Examination
    2009-07-01
Other Names
  • Isabel Kasia Swietlik
  • Isabel K Swietlik
  • Isabel K Chudzik

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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