Overview
Assets Under Management: $160 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
FREESTATE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145800), FREESTATE ADVISORS LLC is subject to fiduciary duty under federal law.
FREESTATE ADVISORS LLC is headquartered in OVERLAND PARK, KS.
FREESTATE ADVISORS LLC serves 80 high-net-worth clients according to their SEC filing dated January 09, 2025. View client details ↓
According to their SEC Form ADV, FREESTATE ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FREESTATE ADVISORS LLC manages $160 million in client assets according to their SEC filing dated January 09, 2025.
According to their SEC Form ADV, FREESTATE ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 608
Discretionary Accounts: 346
Non-Discretionary Accounts: 262
Regulatory Filings
CRD Number: 145800
Last Filing Date: 2025-01-09 00:00:00
Website: https://freestateadvisors.com