Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lujan is an investment advisor representative with Cresset Asset Management, LLC. George is registered in Alaska and has been active in the industry since January 2013. George has a Series 65 license and is also a Certified Financial Planner. Cresset Asset Management, LLC is a firm that specializes in providing financial planning, portfolio management, and other related services. The firm manages over $50 billion in assets for individuals, families, businesses, and institutions. George can be found at the Chicago, Illinois office at 444 W. Lake Street, Suite 4700.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
05/01/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure George Lujan is the right advisor for you? Invested Better is here to help.
