Be advised. This firm is no longer registered.

Coldstream Wealth Management

Coldstream Wealth Management (CRD# 132486) is a financial advisory firm headquartered in Bellevue, WA. They manage $659,329,663 in 290 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1 - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
http://www.rginv.com
By the Numbers
  • Total Assets Under Management
    659
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $2,273,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OH, OR, TX, VA, WA

Financial Advisors at Coldstream Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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