Best Investors Account Sign in
Inactive

George Humberto Lujan

Cresset Asset Management, LLC

Chicago, IL

Juneau, AK

Claim This Profile
Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
AK RA APPROVED 2023-05-01
  • TX RA
    APPROVED
    Since 2025-10-16
  • AK RA
    APPROVED
    Since 2023-05-01

Branch Locations

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

Juneau, AK • 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
True Capital Management Llc San Francisco CA 01/2013 01/2017
Cresset Asset Management, Llc Juneau AK 05/2023 Present
True Capital Management Llc San Francisco CA 01/2017 04/2023
  • 01/2013 → 01/2017
    True Capital Management Llc
    San Francisco, CA
  • 05/2023 → Present
    Cresset Asset Management, Llc
    Juneau, AK
  • 01/2017 → 04/2023
    True Capital Management Llc
    San Francisco, CA
Previous Registrations
  • 2016-11-30 → 2023-05-08
    True Capital Management
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-30
Designations
Other Names
  • George Lujan

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor