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Freestate Advisors LLC

EST. AUM
$181,837,666

CONTACTS

CLIENT ACCOUNTS
635

Firm Details

Metro area Kansas City
CRD Number 145800
Website freestateadvisors.com
Client types

Overview

Freestate Advisors is a fiduciary registered investment advisor with offices in Overland Park, Kansas and Wichita, Kansas, providing financial planning, investment management, and retirement plan services to individual clients and plan sponsors. Founded in 2008, the firm's principals developed a proprietary investment management approach grounded in corporate finance expertise, designed to protect against catastrophic losses during periods of elevated recession risk. The current ownership team, which assumed the firm in 2019, has incorporated comprehensive financial planning and personalized client service alongside the original investment research and advanced analytics framework.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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