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Building 2COLDSTREAM WEALTH MANAGEMENT

Map pinBELLEVUE, WA
Phone425-463-3000
NotebookSEC #801-63467
Total AUM
$659.3M
Employees
14
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 - 100TH AVENUE NE, SUITE 102
BELLEVUE
WA 98004
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
425-463-3000
Other Offices
1

ReceiptFinancials

Total AUM
$659.3M
Accounts
290
Discretionary
$626.7M
Accounts
289
Non-Discretionary
$32.7M
Accounts
1

ContactClients

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Individual Clients
229
AUM
$270.2M
HNW Individual Clients
27
AUM
$295M
Pension/Profit Sharing Plan Clients
15
AUM
$16.4M
Corporation or Business Clients
18
AUM
$77.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
PRIVATE CLIENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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