Best-in-State · rank 96 · Scottsdale, Arizona · listed firm: Cresset
Identity & firm
- Firm — Cresset (high)
- “Cresset” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — gap: not_found_after_search
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 7600 (high)
- “Team Assets (Custodied): $7.6B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $10-100M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_public
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search