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COLDSTREAM WEALTH MANAGEMENT
Tel: 425-283-1600
One - 100th Avenue Ne Suite 102
Bellevue, Washington 98004
COLDSTREAM WEALTH MANAGEMENT
COLDSTREAM WEALTH MANAGEMENT is a Bellevue, Washington based financial advisory firm with nearly $10,666,708,673 in assets under management and provides investment advisory services for 4213 clients. There are currently 164 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PROJECT BY PROJECT BASI
Firm CRD#:
108805
SEC#:
801-39379
No. of Clients:
4213
Assets under Management
$10,666,708,673
No. of Advisors:
164
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