Coldstream Wealth Management
Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $7,578,712,530 in 3,121 accounts and serve the financial needs of clients across 29 states (or territories).
-
Total Assets Under Management7,579MILLION
-
Total Number of Accounts3,121ACCOUNTS
-
Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
Duane Duim (CRD# 3144110) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 25 years of experience in the finance industry.
Evan Fisher (CRD# 5202121) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 12 years of experience in the finance industry.
Kevin Fitzwilson (CRD# 2511528) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 29 years of experience in the finance industry.
Brittany Gabelein (CRD# 6010450) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 12 years of experience in the finance industry.
Joshua Harris (CRD# 4555347) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 22 years of experience in the finance industry.
Davis Karaica (CRD# 6909471) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 5 years of experience in the finance industry.
Kevin Kepler (CRD# 6106910) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 10 years of experience in the finance industry.
Heather Kessler (CRD# 4907766) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Thomas Knollmann (CRD# 1159076) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 41 years of experience in the finance industry.
William Krueger (CRD# 5043352) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 17 years of experience in the finance industry.