Freestone Capital Management, LLC
Freestone Capital Management, LLC (CRD# 145711) is a financial advisory firm headquartered in Seattle, WA. They manage $9,527,801,546 in 5,656 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management9,528MILLION
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Total Number of Accounts5,656ACCOUNTS
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Average Account Value$1,684,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Erik Morgan (CRD# 2207063) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 30 years of experience in the finance industry.
Alyssa Morris (CRD# 2790341) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Christopher Odem (CRD# 2485620) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 29 years of experience in the finance industry.
Christine Opp (CRD# 6008203) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 12 years of experience in the finance industry.
Samuel Pun (CRD# 5745110) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
Michael Raine (CRD# 6736288) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry.
Ross Rubinstein (CRD# 6243657) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry.
Robyn Sabin (CRD# 1967084) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry.
Trevor Sharp (CRD# 4613155) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 21 years of experience in the finance industry.
Matthew Tigert (CRD# 5098983) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 17 years of experience in the finance industry.