Freestone Capital Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

33,913

Total plan assets

$6.6B

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "FREESTONE CAPITAL MANAGEMENT"

View all 2 variants aggregated →

FREESTONE CAPITAL MANAGEMENT L7 FREESTONE CAPITAL MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$25K	$0