FREESTONE CAPITAL MANAGEMENT, LLC

SEATTLE, Washington·3 registered advisors·CRD# 145711

SEC# 801-690734206-707-7300

01

Firm Overview

AUM

$9.5B

Regulatory assets under management

Employees

107

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Commissions

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at FREESTONE CAPITAL MANAGEMENT, LLC

3 registered advisors

Gary Thomas Smart

SEATTLE, Washington

Kevin Ira Patrick

SEATTLE, Washington

Matthew Allan Tigert

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. FREESTONE CAPITAL MANAGEMENT, LLC (CRD# 145711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.