Freestate Advisors LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 145800
- Registered since
- November 24, 2015
- Website
- www.freestateadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.71%
- Individuals23.52%
- Charitable Organizations0.52%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Freestate Advisors LLC is an independent, individual-owned RIA organized as an LLC. The firm is registered with the SEC (registered in 2015) and charges clients based on a percentage of assets under management. Its client focus is individual and family households, and its advisory services include financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, and pension consulting. Freestate lists an industry affiliation with accounting professionals and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Contacts
3 of 9
Kelly Holloway
Investment Advisor RepresentativeCRD 6926668
Philip Taylor
Senior Investment AnalystCRD 6179116
Nathan Haskins
PrincipalCRD 6852825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$155M in ETFs
88%
$136M
12%
$18.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $18.2M | 297,424 | 11.75% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 4400 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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