Mitchell
Freedman

Genter Advisors LLC

CRD#1227291
Investment Advisor
in Bellevue, WA

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About this Advisor

Mitchell Freedman is a financial advisor working out of Bellevue, Washington with 22 years of industry experience. Freedman currently works for Genter Advisors LLC. They have spent their complete career at Genter Advisors Llc. Freedman is registered to advise clients in Washington. Genter Advisors LLC is a company based in Los Angeles, CA. It has $146 million in assets under management between its 624 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 624 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Genter Advisors LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Genter Advisors LLC may include some combination of asset-based and other fees.

Years Registered*

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

16838 Ne 19Th Place
Bellevue, WA 98008

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Genter Advisors LLC Brokerage Details

Total Assets Under Management

$145,972,162

WA Average: $7,578,581,321
Total Number of Employees

65

WA Average: 43
Total Number of Accounts

624

WA Average: 3,727
Average Account Size

$233,930

WA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mitchell Freedman Work History

Mitchell has been registered as a financial advisor for 22 years.*

1995 - Present (29 years)

Mitch Freedman

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchell Freedman 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 Genter Advisors LLC

Mitchell Freedman
Bellevue, WA
David Futcher
Longview, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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