Meredith
Culp
Freestone Capital Management, LLC
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About this Advisor
Meredith Culp is a financial advisor based in San Francisco, California, working with Freestone Capital Management, LLC. Meredith has previously held positions at Freestone Capital Management, LLC, Gurtin Municipal Bond Management/Pimco, Intercontinental San Diego, Hotel Republic San Diego, Al Cappuccino, D'Vine, Pain Du Monde, Robert E. Topp & Co./Topp & Lau, Inc, and Lynda Obst Productions. Meredith has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Meredith is part of Freestone Capital Management, LLC, which operates out of San Francisco, California. The firm has 4 offices and 107 employees. The firm manages assets totaling $9.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Freestone Capital Management, LLC includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Freestone Capital Management, LLC Brokerage Details
$9,527,801,546
107
5,656
$1,684,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Meredith Culp Work History
Freestone Capital Management, LLC
Gurtin Municipal Bond Management/Pimco
Intercontinental San Diego
Hotel Republic San Diego
Lynda Obst Productions
Al Cappuccino
D'Vine
Pain Du Monde
Robert E. Topp & Co./Topp & Lau, Inc
Disclosures
Please visit the SEC profile of Meredith Culp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Freestone Capital Management, LLC
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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