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
Daniel Hendricks (CRD# 7727002) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Bryce Leone (CRD# 7294462) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Mari Nakata (CRD# 7207052) 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.
Bethany Rabinowitz (CRD# 6483125) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Prabhjot Sekhon (CRD# 7871653) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Elizabeth Steininger (CRD# 2426826) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
Cole Walton (CRD# 7119257) 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.