FREESTONE CAPITAL MANAGEMENT, LLC

701 5th Avenue
74th Floor
Seattle, Washington 98104
Tel: 206-707-7300

About FREESTONE CAPITAL MANAGEMENT, LLC

FREESTONE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FREESTONE CAPITAL MANAGEMENT, LLC. The firm was established in 04/25/2008. They have over 5 offices throughout the country.

FREESTONE CAPITAL MANAGEMENT, LLC is a Seattle, Washington based Financial Planning firm with nearly $9,527,801,546 assets under management, offering retirement planning & investment advisory services to 5656 clients. The firm is staffed with 107 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145711
SEC#	801-69073
Assets Managed by Firm	$9,527,801,546
No. of Clients	5656
No. of Advisors	107

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5656	$9,527,801,546
Individuals (other than high net worth individuals)	1190	$1,352,921,718
High net worth individuals	1329	$5,860,102,468
Pension and profit sharing plans	29	$61,142,091
Charitable organizations	10	$50,147,062
Corporations or other businesses	33	$247,537,051

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