Coldstream Wealth Management

Coldstream Wealth Management

Investment Management, 1 100th Ave Ne, Bellevue, Washington, 99611, United States, 51-200 Employees

coldstream.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: +14*********

Who is COLDSTREAM WEALTH MANAGEMENT

Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of high net-worth clients since 1996. We guide you through the complexity of we...

Read More

map
  • 1 100th Ave Ne, Bellevue, Washington, 99611, United States Headquarters: 1 100th Ave Ne, Bellevue, Washington, 99611, United States
  • 1996 Date Founded: 1996
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from COLDSTREAM WEALTH MANAGEMENT

Coldstream Wealth Management Org Chart and Mapping

Employees

Frances Lee

Wealth Management Associate

Jennifer Harrison

Wealth Management Associate

Alex Schrempf

Business Development Associate

Gunnar Ildhuso

Wealth Manager & Shareholder

Tara McDonald

Director of Human Resources

Vonie Bright

Certified Financial Planner ™, Wealth Manager

Ashley Anderson

Senior Client Service Associate

Similar Companies to Coldstream Wealth Management

Badgley Phelps Wealth Managers

  • 11-50 11-50
  • 25 Million to 50 Million $ 25 Million to 50 Million

Brighton Jones

  • 201-500 201-500
  • 100 Million to 250 Million $ 100 Million to 250 Million

Empirical Wealth Management

  • 51-200 51-200
  • 50 Million to 100 Million $ 50 Million to 100 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Coldstream Wealth Management

Answer: Coldstream Wealth Management's headquarters are located at 1 100th Ave Ne, Bellevue, Washington, 99611, United States

Answer: Coldstream Wealth Management's phone number is +14*********

Answer: Coldstream Wealth Management's official website is https://coldstream.com

Answer: Coldstream Wealth Management's revenue is $50 Million to $100 Million

Answer: Coldstream Wealth Management's SIC: 6282

Answer: Coldstream Wealth Management's NAICS: 523930

Answer: Coldstream Wealth Management has 51-200 employees

Answer: Coldstream Wealth Management is in Investment Management

Answer: Coldstream Wealth Management top competitors include: Badgley Phelps Wealth Managers , Brighton Jones , Empirical Wealth Management

Answer: Coldstream Wealth Management contact info: Phone number: +14********* Website: https://coldstream.com

Answer: Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access