Allison Bathgate Hild
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Allison Bathgate Hild? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cresset Asset Management, LLCApr 2026 to now
- J.P Morgan Private BankFeb 2022 to Apr 2026
- J.P Morgan Private BankFeb 2019 to Jan 2022
- J.P Morgan Private BankJul 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6157873
- Firm CRD
- 288566