FREESTONE CAPITAL MANAGEMENT, LLC - Financial Advisor in Washington, Seattle

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

About FREESTONE CAPITAL MANAGEMENT, LLC

FREESTONE CAPITAL MANAGEMENT, LLC is a Seattle, Washington based financial advisory firm with nearly $9,527,801,546 in assets under management and provides investment advisory services for 5656 clients. There are currently 107 financial advisors at the firm.

General Information

Firm CRD#:

145711

Firm SEC#:

801-69073

Assets Under Management:

$9,527,801,546

No. of Clients:

5656

No. of Advisors:

107

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

Fee Structure:

A percentage of AUM, Fixed fees, Commission Based, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$475,093,919,406

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146

653

$82,657,150,657

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