COLDSTREAM WEALTH MANAGEMENT

Tel: 425-283-1600 One - 100th Avenue Ne Suite 102 Bellevue, Washington 98004

About COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT is a Bellevue, Washington based financial advisory firm with nearly $10,666,708,673 in assets under management and provides investment advisory services for 4213 clients. There are currently 164 financial advisors at the firm.

General Information

Firm CRD#:

108805

Firm SEC#:

801-39379

Assets Under Management:

$10,666,708,673

No. of Clients:

4213

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

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