Freestone Financial, LLC
Virginia
Registered In
05/30/2023
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Freestone Financial, LLC in Scottsdale, AZ was registered on 05/30/2023. It is listed at 8130 N 86th Pl, Scottsdale, Az 85258.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
|
Bluestone Investment Manager Llc
Registered Agent
|
7900 WESTPARK DR STE T405, MCLEAN, VA 22102-4210
|
Map & Locations
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8130 N 86TH PL, SCOTTSDALE, AZ 85258
View Map
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Financials
Financial Information for Freestone Financial, LLC
Form 5500
FREESTONE FINANCIAL, LLC
5801 N. 70th Place, Paradise Valley, Az 85253 (480) 225-8413 EIN:81-5353436 Plan Admin:Jake Cramer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$211,037 / $296,220 | 2023 | FREESTONE 401(K) PLAN - Plan #001 | 11 / 15 | $211,037 / $296,220 |
| 2022 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 11 Assets BOY/EOY$212,490 / $211,037 | 2022 | FREESTONE 401(K) PLAN - Plan #001 | 6 / 11 | $212,490 / $211,037 |
| 2021 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$187,182 / $212,490 | 2021 | FREESTONE 401(K) PLAN - Plan #001 | 6 / 6 | $187,182 / $212,490 |
| 2020 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$132,958 / $187,182 | 2020 | FREESTONE 401(K) PLAN - Plan #001 | 4 / 6 | $132,958 / $187,182 |
| 2019 | Plan NameFREESTONE 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$10,333 / $132,958 | 2019 | FREESTONE 401(K) PLAN - Plan #001 | 2 / 4 | $10,333 / $132,958 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FREESTONE FINANCIAL, LLC
5801 N 70th Pl, Paradise Valley, AZ 85253-5930 Industry:Insurance Agencies and Brokerages Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$35,000 Forgiven$35,443 LenderMidFirst Bank Jobs5 | 04/13/2020 | $35,000 | $35,443 | MidFirst Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Freestone Financial, LLC
Registered in New York
|
Paradise Valley, AZ | View Report | |
|
Freestone Financial, LLC
Registered in Arizona
|
Paradise Valley, AZ | View Report | |
|
Freestone Financial Solutions Cpa, LLC
Registered in Colorado
|
Golden, CO | View Report |
Address Match:8130 N 86th Pl Scottsdale, AZ
|
Data Hire, LLC
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Fpcg LLC
Registered in Virginia
|
Scottsdale, AZ Virginia Beach, VA | View Report | |
|
Freestone Rm LLC
Registered in Virginia
|
Scottsdale, AZ Virginia Beach, VA | View Report | |
|
Kevin D. Mackenzie Properties, LLC
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Pi Az, Inc.
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Predictive Asset Group, L.L.C.
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Predictive Group II, LLC
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Predictive Resource Group, L.L.C.
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Sun River Investments LLC
Registered in Arizona
|
Denver, CO Scottsdale, AZ | View Report | |
|
Predictive Group Washington, L.L.C.
Registered in Washington
|
Scottsdale, AZ | View Report | |
|
Predictive Group Oregon, L.L.C.
Registered in Oregon
|
Scottsdale, AZ | View Report | |
|
The Predictive Group, Inc.
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Predictive Group California, L.L.C.
Registered in California
|
El Segundo, CA Scottsdale, AZ | View Report |
Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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