George Humberto Lujan

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

• 01/2013 → 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

• S65 Uniform Investment Adviser Law Examination
  2016-11-30

Designations

• Certified Financial Planner

Other Names

• George Lujan