COLDSTREAM WEALTH MANAGEMENT
Bellevue, Washington
4.3
6 Reviews
Coldstream Wealth Management, headquartered in Bellevue, WA, is a leading regional investment advisory firm. With a diverse client base of over 2,260 individuals, they oversee an impressive $6,498,242,000 in assets under management. Committed to delivering exceptional financial guidance, Coldstream operates from six strategically located offices.
Renowned for their expertise in employer 401Ks and individual investment management, Coldstream Wealth Management possesses a wealth of experience in this specialized field. An impressive 97% of the assets they manage are under their discretionary control, ensuring a tailored approach to...
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Assets Under Mgmt
$6.5B
Investment Professionals
114
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Resources
On the Blog
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.