Freestone Capital Management, LLC
Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $9,527,801,546 in 5,656 accounts and serve the financial needs of clients across 39 states (or territories).
-
Total Assets Under Management9,528MILLION
-
Total Number of Accounts5,656ACCOUNTS
-
Average Account Value$1,684,548
- 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)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, 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 8 years of experience in the finance industry.
Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 29 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 10 years of experience in the finance industry.
Jenna Brazile (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 13 years of experience in the finance industry.
Galen Camp (CRD# 6859541) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 5 years of experience in the finance industry.
Robert Carter (CRD# 2355849) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 30 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 14 years of experience in the finance industry.
Jennifer Doherty (CRD# 6021195) 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 13 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 26 years of experience in the finance industry.