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Building 2FREESTONE CAPITAL MANAGEMENT, LLC

Map pinSEATTLE, WA
Phone206-707-7300
NotebookSEC #801-69073
Total AUM
$14.5B
Employees
120
Clients
2,994

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 5TH AVENUE
74TH FLOOR
SEATTLE
WA 98104
United States
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Phone
206-707-7300
Other Offices
4

ReceiptFinancials

Total AUM
$14.5B
Accounts
4,494
Discretionary
$10B
Accounts
2,797
Non-Discretionary
$4.6B
Accounts
1,697

ContactClients

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Individual Clients
1,569
AUM
$2.9B
HNW Individual Clients
1,337
AUM
$8.4B
Pooled Vehicle Clients
16
AUM
$2.6B
Pension/Profit Sharing Plan Clients
26
AUM
$70M
Charitable Organization Clients
13
AUM
$75.2M
Corporation or Business Clients
33
AUM
$472.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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