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Coldstream Capital Management, Inc.

2370 130TH Avenue, N.E.
Bellevue, Washington 98005
United States
 
Contact :      Mr. ROGER REYNOLDS
Phone :       425-885-1558
Fax :             425-885-2063
Email :         roger@coldstream.com
Web :           http://www.coldstream.com

Coldstream Capital Management, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $421
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1996
Wrap Programs Offered? : No
# of Accounts Managed : 199
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Coldstream Capital Management, Inc. History

Coldstream Capital Management was founded in 1996 as an independent comprehensive wealth management firm. Our firm provides investment management and wealth advisory services to high net worth individuals, their families, foundations and corporations. Coldstream Capital places a premium on client service and communication. By limiting our clientele, Coldstream is able to ensure that each client is able to benefit from the individual expertise of every member of the firm. The firm is 58% employee owned.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Coldstream Capital Management, Inc. Personnel

Mr.  ROGER REYNOLDS

Client Contact
Tel : 425-885-0930
Email: roger@coldstream.com

Ms.  Kerry Kozlowski

Marketing Director
Tel : 425-885-1558
Email: kerry@coldstream.com
null

Ms.  Elaine Heller

Portfolio Manager
Tel : 425-885-1558
Email: elaine@coldstream.com
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Mr.  Elbridge Stuart

Researcher/Analyst
Tel : 425-896-0566
Email: bridge@coldstream.com
null

Coldstream Capital Management, Inc. Product Name

Report Created: August,9 2020.  Copyright Money Manager Review , All rights Reserved.
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