FREESTATE ADVISORS LLC

4400 College Blvd
Suite 125
Overland Park, Kansas 66211
Tel: 913-890-2065

About FREESTATE ADVISORS LLC

FREESTATE ADVISORS LLC, formally registered with the SEC as FREESTATE ADVISORS LLC. The firm was established in 11/24/2015. They have over 4 offices throughout the country.

FREESTATE ADVISORS LLC is a Overland Park, Kansas based Financial Planning firm with nearly $159,596,367 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145800
SEC#	801-106933
Assets Managed by Firm	$159,596,367
No. of Clients	608
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	608	$159,596,367
Individuals (other than high net worth individuals)	155	$33,221,413
High net worth individuals	80	$124,745,771
Charitable organizations	Fewer than 5 clients	$1,037,999
Corporations or other businesses	Fewer than 5 clients	$591,184

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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