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
Peter Wicklund (CRD# 1298107) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 32 years of experience in the finance industry.
Jonathan Wittlin (CRD# 5005623) 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.
Elizabeth Zackheim (CRD# 4788208) 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.
Beau Bowman (CRD# 6538636) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.
Amanda Brueggeman (CRD# 5590184) 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.
Nicholas Bucklin (CRD# 7393532) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Carly Cohen (CRD# 7831351) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Meredith Culp (CRD# 7766571) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Sean Gonzalez (CRD# 6976246) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 2 years of experience in the finance industry.
Mckenzie Granston (CRD# 7427287) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.