Freestone Investments LLC is a large advisory firm based in Seattle. It manages $437.52 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Washington.
Freestone Investments provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Freestone Investments LLC is $437.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Freestone Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Freestone Investments LLC performs its advisory services is located at 1918 Eighth Ave, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-398-1100 or by fax 206-398-0310. The normal business hours are 7:30am-4:30pm on Monday - Friday.