Freestone Capital Management, LLC is a reputable regional investment advisory firm headquartered in Seattle, WA. With 94 dedicated professionals, 34 of whom specialize in providing expert investment advice, they possess a wealth of knowledge and experience in the financial industry. Their exceptional team collectively manages a substantial $8,221,070,000 in assets under management for over 1,120 individual clients.
Setting themselves apart from the competition, Freestone Capital Management, LLC boasts an impressive average of $258,190,000 in assets under management per investment advisor, surpassing the industry average. They off...
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Assets Under Mgmt
$8.22B
Investment Professionals
34
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Commissions
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
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