Filings through .
Freestone Capital Management L
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served2Rank #4496 of mapped providers
Assets under administration$12.4B0.0%Rank #1130 by share of filed assets
Fees received$39,628Median $19,814/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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