INVESTING THE WAY IT SHOULD BE
Filed: February 25, 2020
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial…
Owned by: Cresset Administrative Services Corporation
Serial Number: 88809119
BUILT BY CLIENTS, FOR CLIENTS
Filed: February 25, 2020
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized…
Owned by: Cresset Administrative Services Corporation
Serial Number: 88809138
CRESSET CARES
Filed: March 23, 2020
Charitable services, namely, coordination of the procurement and distribution of in-kind donations of services; Charitable…
Owned by: Cresset Administrative Services Corporation
Serial Number: 88844537
ASPIRATIONAL WEALTH BY CRESSET
Filed: October 8, 2020
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial…
Owned by: Cresset Administrative Services Corporation
Serial Number: 90243012
AFO
Filed: December 4, 2020
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial…
Owned by: Cresset Administrative Services Corporation
Serial Number: 90360061
THE AGILE FAMILY OFFICE
Filed: December 4, 2020
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial…
Owned by: Cresset Administrative Services Corporation
Serial Number: 90360115
Image Trademark
Filed: April 27, 2021
Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services…
Owned by: Cresset Administrative Services Corporation
Serial Number: 90674413
CRESSET CATALYST
Filed: August 6, 2021
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized…
Owned by: Cresset Administrative Services Corporation
Serial Number: 90870222
CRESSET ALPHA
Filed: October 29, 2021
Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth…
Owned by: Cresset Administrative Services Corporation
Serial Number: 97098959
LEAVING ROOM FOR LIFE
Filed: December 12, 2023
Financial planning and investment advisory services; Investment management; Financial services, namely, wealth management…
Owned by: Cresset Administrative Services Corporation
Serial Number: 98310681
CRESSET CONNABLE
Filed: June 25, 2024
Fiduciary services, namely, fiduciary representative services; Financial planning; Financial planning and investment advisory…
Owned by: Cresset Administrative Services Corporation
Serial Number: 98617268
