COLDSTREAM WEALTH MANAGEMENT

One - 100th Avenue Ne
Suite 102
Bellevue, Washington 98004
Tel: 425-283-1600

About COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT, formally registered with the SEC as COLDSTREAM WEALTH MANAGEMENT. The firm was established in 07/23/1991. They have over 7 offices throughout the country.

COLDSTREAM WEALTH MANAGEMENT is a Bellevue, Washington based Financial Planning firm with nearly $6,971,033,394 assets under management, offering retirement planning & investment advisory services to 2858 clients. The firm is staffed with 133 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108805
SEC#	801-39379
Assets Managed by Firm	$6,971,033,394
No. of Clients	2858
No. of Advisors	133

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based
Other(PROJECT BY PROJECT BASIS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2858	$6,971,033,394
Individuals (other than high net worth individuals)	2292	$2,875,645,300
High net worth individuals	302	$3,513,255,237
Pension and profit sharing plans	49	$201,866,992
Charitable organizations	130	$71,450,749
Corporations or other businesses	85	$308,815,116

Inquire with COLDSTREAM WEALTH MANAGEMENT

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