Total properties:
20
|
|
Serial #:
|
|
Filing Dt:
|
11/14/2017
|
Reg #:
|
|
Reg. Dt:
|
07/31/2018
|
Mark:
|
CRESSET
|
|
|
Serial #:
|
|
Filing Dt:
|
11/14/2017
|
Reg #:
|
|
Reg. Dt:
|
11/06/2018
|
Mark:
|
CRESSET WEALTH ADVISORS
|
|
|
Serial #:
|
|
Filing Dt:
|
06/04/2018
|
Reg #:
|
|
Reg. Dt:
|
12/17/2019
|
Mark:
|
LIFETIME CAPITAL NEEDS
|
|
|
Serial #:
|
|
Filing Dt:
|
06/04/2018
|
Reg #:
|
|
Reg. Dt:
|
11/05/2019
|
Mark:
|
WEALTH SURPLUS
|
|
|
Serial #:
|
|
Filing Dt:
|
10/12/2018
|
Reg #:
|
|
Reg. Dt:
|
07/16/2019
|
Mark:
|
CRESSET ASSET MANAGEMENT
|
|
|
Serial #:
|
|
Filing Dt:
|
10/15/2018
|
Reg #:
|
|
Reg. Dt:
|
07/16/2019
|
Mark:
|
CRESSET CAPITAL MANAGEMENT
|
|
|
Serial #:
|
|
Filing Dt:
|
10/15/2018
|
Reg #:
|
|
Reg. Dt:
|
07/16/2019
|
Mark:
|
CRESSET CAPITAL
|
|
|
Serial #:
|
|
Filing Dt:
|
10/19/2018
|
Reg #:
|
|
Reg. Dt:
|
07/16/2019
|
Mark:
|
CRESSET FAMILY OFFICE
|
|
|
Serial #:
|
|
Filing Dt:
|
01/04/2019
|
Reg #:
|
|
Reg. Dt:
|
08/06/2019
|
Mark:
|
|
|
|
Serial #:
|
|
Filing Dt:
|
04/04/2019
|
Reg #:
|
|
Reg. Dt:
|
05/25/2021
|
Mark:
|
INTELLIGENT WEALTH MANAGEMENT
|
|
|
Serial #:
|
|
Filing Dt:
|
02/07/2020
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
MAGIC NUMBER
|
|
|
Serial #:
|
|
Filing Dt:
|
02/07/2020
|
Reg #:
|
|
Reg. Dt:
|
10/12/2021
|
Mark:
|
ROADMAP PROCESS
|
|
|
Serial #:
|
|
Filing Dt:
|
02/25/2020
|
Reg #:
|
|
Reg. Dt:
|
12/14/2021
|
Mark:
|
INVESTING THE WAY IT SHOULD BE
|
|
|
Serial #:
|
|
Filing Dt:
|
02/25/2020
|
Reg #:
|
|
Reg. Dt:
|
12/15/2020
|
Mark:
|
BUILT BY CLIENTS, FOR CLIENTS
|
|
|
Serial #:
|
|
Filing Dt:
|
03/23/2020
|
Reg #:
|
|
Reg. Dt:
|
07/11/2023
|
Mark:
|
CRESSET CARES
|
|
|
Serial #:
|
|
Filing Dt:
|
10/08/2020
|
Reg #:
|
|
Reg. Dt:
|
11/23/2021
|
Mark:
|
ASPIRATIONAL WEALTH BY CRESSET
|
|
|
Serial #:
|
|
Filing Dt:
|
12/04/2020
|
Reg #:
|
NONE
|
Reg. Dt:
|
|
Mark:
|
AFO
|
|
|
Serial #:
|
|
Filing Dt:
|
12/04/2020
|
Reg #:
|
|
Reg. Dt:
|
06/20/2023
|
Mark:
|
THE AGILE FAMILY OFFICE
|
|
|
Serial #:
|
|
Filing Dt:
|
04/27/2021
|
Reg #:
|
NONE
|
Reg. Dt:
|
04/19/2022
|
Mark:
|
|
|
|
Serial #:
|
|
Filing Dt:
|
08/06/2021
|
Reg #:
|
NONE
|
Reg. Dt:
|
04/19/2022
|
Mark:
|
CRESSET CATALYST
|
|