AdvisorOS Directory
Claim Profile
JH

Joshua E Harris

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington
Unclaimed Profile
ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 4555347Firm CRD# 108805
01

About

Joshua E Harris 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PROJECT BY PROJECT BASIS
Regulatory
SEC/IARD CRD# 4555347
Firm CRD# 108805
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joshua E Harris offer?
Joshua E Harris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Joshua E Harris's credentials?
Joshua E Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua E Harris located?
Joshua E Harris 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 Joshua E Harris charge for services?
Joshua E Harris'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BELLEVUE
Randall Howard Talbot — TALBOT FINANCIAL, LLCJohn Zagula — IGNITION GROWTH MANAGEMENT, LLCJon Anderson — IGNITION GROWTH MANAGEMENT, LLCDuane Kuang — QIMING CAYMAN, LTDChris Young Yoo — SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
SEATTLE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile