CRD: 145711
Freestone Capital Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BMO Harris · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2008
- Office Locations
- 6
Office Locations
About Freestone Capital Management, LLC
Freestone Capital Management is a 100% employee-owned, integrated wealth services firm providing wealth management, financial planning, and tailored investment strategies. The team emphasizes transparent communication and end-to-end technology to streamline the client experience. Serves retail and institutional clients, with SMA portfolio construction that leans heavily on ETFs.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE PERCY CHANG
General Counsel, Managing Director
- CRD
- --
- Ownership
- Less than 5%
GARY ISAAC FURUKAWA
Chief Investment Officer, Manager, Senior Partner
- CRD
- #1094815
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
MATTHEW RYAN ABRAMS
Client Advisor
- CRD
- #6567402
MICHAEL LEE ALLARD
Client Advisor
- CRD
- #2461271
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,968,894,538 | $3,564,138 |
| Non-Discretionary | $4,571,931,124 | $2,694,126 |
| Total | $14,540,825,662 | $3,235,609 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing