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John Michael Orehek

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington
Unclaimed Profile
ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 1030271Firm CRD# 108805
01

About

John Michael Orehek is a registered financial advisor based in BELLEVUE, Washington, affiliated with COLDSTREAM CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COLDSTREAM CAPITAL MANAGEMENT INC
COLDSTREAM WEALTH MANAGEMENT
AUM
$9.7B
Regulatory assets under management
Employees
153
Total firm employees
View all advisors at COLDSTREAM CAPITAL MANAGEMENT INC →
Services
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PROJECT BY PROJECT BASIS
Regulatory
SEC/IARD CRD# 1030271
Firm CRD# 108805
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Orehek offer?
John Michael Orehek specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are John Michael Orehek's credentials?
John Michael Orehek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Orehek located?
John Michael Orehek 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 John Michael Orehek charge for services?
John Michael Orehek'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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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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