COLDSTREAM CAPITAL MANAGEMENT INC

COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, Washington·21 registered advisors·CRD# 108805
SEC# 801-393796425-283-1600
01

Firm Overview

AUM
$9.7B
Regulatory assets under management
Employees
153
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PROJECT BY PROJECT BASIS
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at COLDSTREAM CAPITAL MANAGEMENT INC

21 registered advisors
Anne Marie Stonich
BELLEVUE, Washington
Catherine Jollene Williams
BELLEVUE, Washington
David Gordon Roberts
BELLEVUE, Washington
Donald Lee Gher
BELLEVUE, Washington
Elaine Heller
BELLEVUE, Washington
Erika Eng Yelle
BELLEVUE, Washington
Gary Rubens
BELLEVUE, Washington
Geoffrey W Holmes
BELLEVUE, Washington
Howard A. Coleman
BELLEVUE, Washington
John Michael Orehek
BELLEVUE, Washington
Joshua E Harris
BELLEVUE, Washington
Kevin Michael Fitzwilson
BELLEVUE, Washington
Marvin Rush Benton
BELLEVUE, Washington
Matthew Alan Sonnen
BELLEVUE, Washington
Matthew Christopher Johnston
BELLEVUE, Washington
Michael Joseph Butler
BELLEVUE, Washington
Natalie Marie Straub
BELLEVUE, Washington
Richard Scott Simmonds
BELLEVUE, Washington
Robert Clinton James
BELLEVUE, Washington
Robert Daniel Frazier
BELLEVUE, Washington
Roger Clifford Reynolds
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
21 advisors

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Data sourced from SEC Form ADV filings. COLDSTREAM CAPITAL MANAGEMENT INC (CRD# 108805) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.