MERISTEM
Filed: October 18, 2005
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 78735176
WEALTH BEYOND THE NUMBERS
Filed: November 13, 2012
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 85777860
FAMILY BEYOND THE NUMBERS
Filed: November 13, 2012
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 85778179
MERISTEM TRUST COMPANY
Filed: July 14, 2015
Financial record-keeping for regulatory compliance reporting purposes; Business succession planning
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 86692577
A PLAN FOR THEM. A LEGACY FOR YOU.
Filed: June 9, 2016
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87066102
WE OWN THE PROCESS. YOU OWN THE DECISIONS.
Filed: June 9, 2016
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87066119
MERISTEM TRUST COMPANY
Filed: August 31, 2016
Trust services, namely, investment and trust company services, estate planning; wealth transfer planning; financial planning…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87157384
SPANNING GENERATIONS
Filed: December 21, 2016
Tax planning; financial record-keeping for regulatory compliance reporting purposes; business succession planning
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87277003
CRESSET
Filed: November 14, 2017
Financial planning; Investment advisory services; Investment management; Financial planning and investment advisory services…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87683702
CRESSET WEALTH ADVISORS
Filed: November 14, 2017
Financial planning; Financial planning and investment advisory services; Investment advisory services; Investment management…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87683726
LIFETIME CAPITAL NEEDS
Filed: June 4, 2018
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87947456
WEALTH SURPLUS
Filed: June 4, 2018
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 87947469
CRESSET ASSET MANAGEMENT
Filed: October 12, 2018
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88153500
CRESSET CAPITAL MANAGEMENT
Filed: October 15, 2018
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88154675
CRESSET CAPITAL
Filed: October 15, 2018
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88154727
CRESSET FAMILY OFFICE
Filed: October 19, 2018
Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for families…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88162613
Image Trademark
Filed: January 4, 2019
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88250520
INTELLIGENT WEALTH MANAGEMENT
Filed: April 4, 2019
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88371507
CRESSET CARES
Filed: October 24, 2019
Charitable services, namely, coordination of the procurement and distribution of in-kind donations of goods; Charitable…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88667539
MAGIC NUMBER
Filed: February 7, 2020
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88788907
ROADMAP PROCESS
Filed: February 7, 2020
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 88788909
THE REAL INVESTMENT IS IN YOU
Filed: October 14, 2021
Trust services, namely, investment and trust company services, estate planning; Financial planning in the nature of wealth…
Owned by: CRESSET ADMINISTRATIVE SERVICES CORPORATION
Serial Number: 97074776
