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).
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Total Assets Under Management9,528MILLION
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Total Number of Accounts5,656ACCOUNTS
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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
Andrew Erisman (CRD# 2200683) 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.
Peter Forras (CRD# 1424057) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 38 years of experience in the finance industry.
Eric Fridstein (CRD# 6507135) 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.
Gary Furukawa (CRD# 1094815) 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.
Robert Gentry (CRD# 5797020) 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.
Kimberlee Hansen (CRD# 2263708) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry.
Hilera Hardy (CRD# 6983526) 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.
Courtney Hastings (CRD# 7024872) 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.
Mellany Lengeling (CRD# 6576345) 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 Mellon (CRD# 2368851) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry.