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Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. Founded in 1996, we have offices in Bellevue, Lake Oswego, OR, and Seattle, where this position will be located (on South Lake Union).

Company - Private
$5M to $10M
Small
Multiple locations
Investing Companies
1996

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When was Coldstream Capital Management established?
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Benjamin Gardner3 years ago
1996.
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What industry does Coldstream Capital Management belong to?
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Isabella Holmes3 years ago
Banking/Mortgage.
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Where is the headquarters of Coldstream Capital Management?
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Sophie Hayes3 years ago
It’s in Bellevue, WA.
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How much revenue does Coldstream Capital Management generate?
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Sophie Hayes3 years ago
$5m to $10m.
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I’m trying to find more companies like Coldstream Capital Management. Any suggestions?
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Liam Brown3 years ago
Similar companies for Coldstream Capital Management: Brighton Jones LLC, Cornerstone Advisors, Endeavour Capital, Freestone Capital Management, Laird Norton Wealth Management, Parametric, Rainier Investment Management, Russell Investments.
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