Detlef SchrempfCRD Number: 5464640
Current Firm: Coldstream Wealth Management
Detlef Schrempf (CRD# 5464640) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Brighton Jones LLC
|Coldstream Capital Management, Inc.||Bellevue, WA||Dec 2007 - Current||10|
|Athlon Ventures||San Francisco, CA||Dec 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management2,097MILLIONS
Total Number of Accounts1,074ACCOUNTS
Average Account Value$1,952,655
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, HI, ID, IL, MA, MN, NC, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA
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