linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Vimala Snow

Cresset Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vimala? Claim Your Profile

About Vimala Snow

Vimala Snow is an investment advisor representative with Cresset Asset Management, LLC. Vimala is registered with the state of Colorado. Vimala has been in the industry since 2014 and holds the Series 65 license. Prior to joining Cresset Asset Management, Vimala worked at Abbot Downing, Withers Bergman, LLP, and Abbot Downing. Vimala's firm specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other entities. Vimala is also an advisor for two trusts and spends 0-5 hours per month on this activity.

Firm Information

Vimala Snow 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vimala Snow’s Registration & Firm History

IL

01/01/2025 - Present

Cresset Asset Management, LLC (CHICAGO IL)

Not sure if Vimala Snow is right for you?

Licenses & Designations

IA

Issued 03/29/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vimala Snow.
Not sure if Vimala Snow is right for you?