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).

By the Numbers
  • Total Assets Under Management
    3,274
    MILLION
  • Total Number of Accounts
    1,615
    ACCOUNTS
  • Average Account Value
    $2,027,296
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, IL, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TX, WA

Financial Advisors at Freestone Capital Management, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Jennifer J. Baick
CRD#: 3225465
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 17 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.

2
Gary T. Smart
CRD#: 1065010
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Gary Smart (CRD# 1065010) 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.

3
Peter J. Wicklund
CRD#: 1298107
701 5th Avenue, 74th Floor, Seattle, WA 98104
96
Wealthminder
score

Peter Wicklund (CRD# 1298107) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 25 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.

4
Lauren J. Burns
CRD#: 5039750
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

Lauren Burns (CRD# 5039750) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

5
Edward B. Doubleday
CRD#: 2418479
205 East Carrillo Street, Suite 217, Santa Barbara, CA 93110
93
Wealthminder
score

Edward Doubleday (CRD# 2418479) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.

6
Peter K. Forras
CRD#: 1424057
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

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.

7
Vincent R. Gimarelli
CRD#: 1969451
121 Sw Salmon Street, Suite 1100, Portland, OR 97204
93
Wealthminder
score

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.

8
Kimberlee R. Hansen
CRD#: 2263708
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

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.

9
Jesse Haverstock
CRD#: 5743684
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

Jesse Haverstock (CRD# 5743684) 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.

10
Jenna M. Lacy
CRD#: 5176157
701 5th Avenue, 74th Floor, Seattle, WA 98104
93
Wealthminder
score

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.

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