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Freestone Capital Management, LLC CRD 145711
$14.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-13 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wonderbowl | Seattle | WA | 05/2019 | 08/2019 |
| Coastal Community Bank | Everett | WA | 05/2021 | 08/2021 |
| Rudolph Fitness Center | Spokane | WA | 08/2021 | 05/2022 |
| Freestone Capital Management, Llc | Seattle | WA | 08/2022 | Present |
| Bishop Blanchet High School | Seattle | WA | 08/2014 | 05/2018 |
| Gonzaga University | Spokane | WA | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
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