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Sarah Simon

Cresset Asset Management, LLC

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About Sarah Simon

Sarah Simon is an investment advisor representative with Cresset Asset Management, LLC. Sarah has been in the industry since November 2013. Sarah is registered with the state of California and New York. Cresset Asset Management, LLC is based in Chicago, Illinois and has offices in Islip, New York. Cresset Asset Management, LLC manages approximately $10 billion to $50 billion in assets for clients including high net worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Sarah Simon is currently registered with Cresset Asset Management, LLC. Cresset Asset Management, LLC is a registered investment advisor with over $50 billion in assets under management. The firm provides a range of services including financial planning, portfolio management, and tax services to high-net-worth individuals, families, foundations, and institutions. Cresset has offices in Chicago, IL and other locations.
Cresset Asset Management, LLC

444 W. LAKE STREET

CHICAGO, IL 60606

$52.51B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services, bookkeeping, financial reporting, clerical assistance in other financial matters

Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sarah Simon’s Registration & Firm History

IL

01/18/2023 - Present

Cresset Asset Management, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/14/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Simon.
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