701 5th Avenue
74th Floor
Seattle, Washington 98104
Tel: 206-707-7300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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