RAINIER GROUP INVESTMENT ADVISORY LLC

COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, Washington·3 registered advisors·CRD# 132486
SEC# 801-634671425-463-3000
01

Firm Overview

AUM
$659M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RAINIER GROUP INVESTMENT ADVISORY LLC

3 registered advisors
Mark Joseph Pellegrino
BELLEVUE, Washington
Norman Eugene Bell
BELLEVUE, Washington
Robert Michael Gruber
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
3 advisors

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Data sourced from SEC Form ADV filings. RAINIER GROUP INVESTMENT ADVISORY LLC (CRD# 132486) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.