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FREESTONE CAPITAL MANAGEMENT, LLC

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Company Details

Legal Name: FREESTONE CAPITAL MANAGEMENT, LLC
Jurisdiction: WASHINGTON
Entity Type: FOREIGN LIMITED LIABILITY COMPANY
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: April 7th 2008
Expiration date: 30 Apr 2026
UBI Number: 602 821 216
ZIP code: 98104
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 701 FIFTH AVENUE, 74TH FLOOR, SEATTLE, WA, 98104, UNITED STATES

Contact Details

E-Mail: COMPLIANCETEAM@COGENCYGLOBAL.COM

Nature of Business

INVESTMENTS AND ANY OTHER LAWFUL ACT OR ACTIVITY FOR WHICH LIMITED LIABILITY COMPANIES MAY BE FORMED

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Registered Agent Information

Name Role
COGENCY GLOBAL INC. Registered Agent

Key Officers & Management

Name Role
George Chang Governing Person
FREESTONE CAPITAL HOLDINGS LLC Governing Person
JANICE GREEN EXECUTOR

Form 5500 Series

Employer Identification Number (EIN):
261341887
Plan Year:
2024
Number Of Participants:
117
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
2067077300
File:
View File
Plan Administrator / Signatory:
JENNIFER MORELAND(Plan administrator)
Plan Year:
2023
Number Of Participants:
99
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
2067077300
File:
View File
Plan Administrator / Signatory:
JENNIFER MORELAND(Plan administrator)
Plan Year:
2022
Number Of Participants:
90
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
2067077300
File:
View File
Plan Administrator / Signatory:
JENNIFER MORELAND(Plan administrator) JENNIFER MORELAND(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
79
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
2067077300
File:
View File
Plan Administrator / Signatory:
JENNIFER MORELAND(Plan administrator) JENNIFER MORELAND(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
76
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
2067077300
File:
View File
Plan Administrator / Signatory:
JENNIFER MORELAND(Plan administrator) JENNIFER MORELAND(Employer/plan sponsor)

Trademarks

Serial Number:
85377866
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2011-07-21
Mark Drawing Type:
2 - AN ILLUSTRATION DRAWING WITHOUT ANY WORDS(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
None
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and a...
First Use:
2010-03-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85025573
Mark:
FREESTONE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2010-04-28
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
FREESTONE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the f...
First Use:
2010-03-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85025567
Mark:
FREESTONE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2010-04-28
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
FREESTONE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the f...
First Use:
2010-03-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85025559
Mark:
RATIONAL INVESTING + INDEPENDENT THINKING
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2010-04-28
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RATIONAL INVESTING + INDEPENDENT THINKING
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and a...
First Use:
2004-11-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77551714
Mark:
FREESTONE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2008-08-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FREESTONE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services provided to high net worth individuals
First Use:
1999-01-19
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Labor Condition Applications

Case Number:
I-200-19066-297692
Program:
H-1B
Job Title:
ASSOCIATE, FINANCE
SOC (ONET/OES) code:
13-2051
SOC (ONET/OES) occupation title:
FINANCIAL ANALYSTS
Begin Date:
2019-09-01
End Date:
2022-08-31

Employment and Wage Information

Address:
701 Fifth Avenue, Suite 7400, Seattle, King, WASHINGTON, 98104
Wage Rate Paid to Nonimmigrant Workers:
$60,000
Per:
Year
Prevailing Wage Rate:
$59,342
Case Number:
I-203-18323-244701
Program:
E-3 Australian
Job Title:
ASSOCIATE
SOC (ONET/OES) code:
13-2051
SOC (ONET/OES) occupation title:
FINANCIAL ANALYSTS
Begin Date:
2018-12-24
End Date:
2020-12-23

Employment and Wage Information

Address:
701 Fifth Avenue, Suite 7400, Seattle, King, WASHINGTON, 98104
Wage Rate Paid to Nonimmigrant Workers:
$65,000
Per:
Year
Prevailing Wage Rate:
$59,342
Case Number:
I-203-18325-756931
Program:
E-3 Australian
Job Title:
ASSOCIATE
SOC (ONET/OES) code:
13-2051
SOC (ONET/OES) occupation title:
FINANCIAL ANALYSTS
Begin Date:
2018-12-24
End Date:
2020-12-23

Employment and Wage Information

Address:
701 Fifth Avenue, Suite 7400, Seattle, King, WASHINGTON, 98104
Wage Rate Paid to Nonimmigrant Workers:
$65,000
Per:
Year
Prevailing Wage Rate:
$59,342
Case Number:
I-203-16336-805488
Program:
E-3 Australian
Job Title:
ASSOCIATE
SOC (ONET/OES) code:
13-2051
SOC (ONET/OES) occupation title:
FINANCIAL ANALYSTS
Begin Date:
2017-01-16
End Date:
2019-01-15

Employment and Wage Information

Address:
SEATTLE, KING, WA, 98104
Wage Rate Paid to Nonimmigrant Workers:
$56,846
Per:
Year
Prevailing Wage Rate:
$56,846

Related by address

701 FIFTH AVENUE, 74TH FLOOR, SEATTLE, WA, 98104, UNITED STATES

FREESTONE REAL ESTATE INCOME PLUS, LP
FOREIGN LIMITED PARTNERSHIP - Active
FREESTONE REAL ESTATE OPPORTUNITIES LP
FOREIGN LIMITED PARTNERSHIP - Withdrawn
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