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    Coldstream Wealth Management

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    Description

    • Coldstream is an independent, employee-owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. Coldstream was founded in 1996 and is based in Bellevue, Washington.
    • location

      Headquarters:1 100th Avenue Northeast Suite 102, Bellevue, Washington, United States

      More
    • Coldstream Wealth Management phone

      Phone Number: +1 425-283-1600

    • Coldstream Wealth Management website

      Website: https://www.coldstream.com

    • Coldstream Wealth Management employees

      Employees:60

    • Coldstream Wealth Management revenue

      Revenue:$50 - 100M

    • Coldstream Wealth Management legal name

      Legal Name:Coldstream Wealth Management

    • Coldstream Wealth Management's Social Media

      Coldstream Wealth Management linkedin Coldstream Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Coldstream Wealth Management

    Erika Yelle

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Erika Yelle

    Chief Compliance Officer

    Howard Coleman

    Chief Investment Officer - Alternative Investment And Hedge Fund Focus

    Roger Reynolds

    Partner And Co-Founder

    Timothy Currall

    Owner And Operator

    Richard Merrifield

    Partner

    Frequently Asked Questions regarding Coldstream Wealth Management

    • Where are Coldstream Wealth Management's Headquarters?

      Coldstream Wealth Management's Headquarters are in 1 100th Avenue Northeast Suite 102,Bellevue,Washington,United States

    • What is Coldstream Wealth Management's phone number?

      Coldstream Wealth Management's phone number is +1 425-283-1600

    • What is Coldstream Wealth Management's official website?

      Coldstream Wealth Management's official website is https://www.coldstream.com

    • What is Coldstream Wealth Management's Revenue?

      Coldstream Wealth Management's revenue is $50 - 100M

    • What is Coldstream Wealth Management's NAICS code?

      Coldstream Wealth Management's NAICS code is 523930

    • How many employees are working in Coldstream Wealth Management

      Coldstream Wealth Management has 60 employees

    • What is Coldstream Wealth Management's Industry?

      Coldstream Wealth Management is in the industry of Investment Management

    • Who is Coldstream Wealth Management's Chief Compliance Officer?

      Coldstream Wealth Management's Chief Compliance Officer is Erika Yelle

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