Freestone Capital Management, LLC
Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $8,929,179,793 in 4,350 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management8,929MILLION
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Total Number of Accounts4,350ACCOUNTS
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Average Account Value$2,052,685
- A percentage of assets under your management
- 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, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Matthew Abrams (CRD# 6567402) 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. Matthew Abrams 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.
Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Riley Barr 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.
Jenna Brazile (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 11 years of experience in the finance industry. Jenna Brazile 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.
Galen Camp (CRD# 6859541) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 3 years of experience in the finance industry. Galen Camp 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.
Robert Carter (CRD# 2355849) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 29 years of experience in the finance industry.
Stephanie D'ippolito (CRD# 5152745) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 12 years of experience in the finance industry. Stephanie D'ippolito 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.
Jennifer Doherty (CRD# 6021195) 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. Jennifer Doherty 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.
Edward Doubleday (CRD# 2418479) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Bruce Edwards (CRD# 2870572) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.