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).
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Total Assets Under Management7,579MILLION
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Total Number of Accounts3,121ACCOUNTS
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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
Alexandra Lambert (CRD# 4799006) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 19 years of experience in the finance industry.
Kyle Larson (CRD# 6489504) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Frances Lee (CRD# 6349097) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 8 years of experience in the finance industry.
Vincent Lee (CRD# 5455223) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Dina Liening (CRD# 3231413) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 20 years of experience in the finance industry.
Rachel McCracken (CRD# 5692795) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 14 years of experience in the finance industry.
David McIntosh (CRD# 6230478) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Richard Merrifield (CRD# 1738529) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 17 years of experience in the finance industry.
James Moore (CRD# 2210939) is an Investment Advisor Representative working at Coldstream Wealth Management in Kenai, AK and has 1 year of experience in the finance industry.
Thomas Ovendale (CRD# 5243928) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 17 years of experience in the finance industry.