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Erika Eng Yelle

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington
SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 99TOClean recordCOLDSTREAM CAPITAL MANAGEMENT INC
ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 1632625Firm CRD# 108805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erika Eng Yelle · BELLEVUE, WA
Registration
CRD #1632625 · COLDSTREAM CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
COLDSTREAM CAPITAL MANAGEMENT INC
CRD 108805 · SEC 801-39379
AUM
$9.7B
Regulatory assets under management
Employees
153
3,357 client accounts
Services offered by COLDSTREAM CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COLDSTREAM CAPITAL MANAGEMENT INC →
Introduction

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04

Frequently Asked Questions

What services does Erika Eng Yelle offer?
Erika Eng Yelle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Erika Eng Yelle's credentials?
Erika Eng Yelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erika Eng Yelle located?
Erika Eng Yelle is based in BELLEVUE, Washington, working with COLDSTREAM CAPITAL MANAGEMENT INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Erika Eng Yelle charge for services?
Erika Eng Yelle's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: project by project basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLDSTREAM CAPITAL MANAGEMENT INC?
COLDSTREAM CAPITAL MANAGEMENT INC has approximately 153 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLDSTREAM CAPITAL MANAGEMENT INC

Elaine Heller
BELLEVUE, WA
CFA
Roger Clifford Reynolds
BELLEVUE, WA
Anne Marie Stonich
BELLEVUE, WA
David Gordon Roberts
BELLEVUE, WA
Joshua E Harris
BELLEVUE, WA
Natalie Marie Straub
BELLEVUE, WA

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