Freestone Capital Management LLC
Legal Name: FREESTONE CAPITAL MANAGEMENT, LLC
Full Contact Details
Freestone Capital Management LLC
701 5TH AVENUE, 74TH FLOOR, SEATTLE, WA
206-707-7300
206-707-7399
Other Info
Freestone Capital Management, LLC is a Delaware-based limited liability company that provides investment advisory services to 49 clients. With a team of 66 employees, 25 of whom work in advisory roles, the firm has gained approval from the U.S. Securities and Exchange Commission and has been registered since April 2008.
Seattle Wealth Management | Financial Planning Seattle | Freestone
Freestone is an independent Seattle-based wealth services firm with offices in San Francisco and Santa Barbara, helping clients Focus on What Truly Matters
Direct Owners
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BRUCE WAYNE MILAM
CHIEF OPERATING OFFICER owns less than 5%
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ERIK KONRAD MORGAN
MANAGER / PRESIDENT owns less than 5%
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FREESTONE CAPITAL HOLDINGS LLC
MEMBER owns 75% or more
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GARY ISAAC FURUKAWA
MANAGER / CHIEF INVESTMENT OFFICER owns less than 5%
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JENNIFER MICHELLE MORELAND
CHIEF FINANCIAL OFFICER owns less than 5%
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SCOTT WILLIAM AKINS
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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BRIGHTON STREET LLC
MEMBER owns more than 25% but less than 50%
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DELLA FURUKAWA
MEMBER CLASS A; MANAGER
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ERIK KONRAD MORGAN
MANAGER
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GARY ISAAC FURUKAWA
TRUSTEE
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GARY ISAAC FURUKAWA
MEMBER CLASS A; MANAGER
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GARY ISAAC FURUKAWA
MANAGER
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OLD RIVER TRUST
MEMBER CLASS B owns 75% or more
Prime Brokers
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INTERACTIVE BROKERS LLC
United States -
WELLS FARGO PRIME SERVICES, LLC
United States