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 registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, and pension consulting services. Freestate does not position itself as a capital allocator or a multi-state ESG-focused manager; its client base and service set emphasize discretionary portfolio management and planning for private clients.
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
Melinda Parks
PrincipalCRD 2324094
Philip Taylor
Senior Investment AnalystCRD 6179116
Kelly Holloway
Investment Advisor RepresentativeCRD 6926668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$161M in ETFs
89%
$143M
11%
$18.2M
| 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 | $19.8M | 325,280 | 12.27% |
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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