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Home > Retirement Planners > washington > seattle > FREESTONE CAPITAL MANAGEMENT, LLC
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 $8,221,070,289 assets under management, offering retirement planning & investment advisory services to 5189 clients. The firm is staffed with 94 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 145711 |
| SEC# | 801-69073 |
| Assets Managed by Firm | $8,221,070,289 |
| No. of Clients | 5189 |
| No. of Advisors | 94 |
Fee Structure
- A Percentage of AUM
- Commision Based
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5189 | $8,221,070,289 |
| Individuals (other than high net worth individuals) | 1120 | $1,045,611,423 |
| High net worth individuals | 1274 | $5,017,080,651 |
| Pension and profit sharing plans | 30 | $51,212,798 |
| Charitable organizations | 11 | $47,101,003 |
| Corporations or other businesses | 38 | $265,728,178 |
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