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 8 offices throughout the country.

COLDSTREAM WEALTH MANAGEMENT is a Bellevue, Washington based Financial Planning firm with nearly $10,666,708,673 assets under management, offering retirement planning & investment advisory services to 4213 clients. The firm is staffed with 164 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108805
SEC#	801-39379
Assets Managed by Firm	$10,666,708,673
No. of Clients	4213
No. of Advisors	164

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PROJECT BY PROJECT BASIS)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	4213	$10,666,708,673
Individuals (other than high net worth individuals)	3479	$4,411,658,633
High net worth individuals	421	$4,676,088,056
Pension and profit sharing plans	87	$201,903,391
Charitable organizations	57	$633,649,719
Corporations or other businesses	169	$743,408,874

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