Freestone Capital Management, LLC
Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $3,274,082,750 in 1,615 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management3,274MILLION
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Total Number of Accounts1,615ACCOUNTS
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Average Account Value$2,027,296
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA
Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 18 years of experience in the finance industry. Jennifer Baick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Smart (CRD# 1065010) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 19 years of experience in the finance industry.
Peter Wicklund (CRD# 1298107) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 26 years of experience in the finance industry. Peter Wicklund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lauren Burns (CRD# 5039750) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry.
Edward Doubleday (CRD# 2418479) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Peter Forras (CRD# 1424057) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 31 years of experience in the finance industry.
Vincent Gimarelli (CRD# 1969451) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Portland, OR and has over 27 years of experience in the finance industry.
Kimberlee Hansen (CRD# 2263708) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 8 years of experience in the finance industry.
Jesse Haverstock (CRD# 5743684) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 7 years of experience in the finance industry.
Jenna Lacy (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry.