Coldstream Capital Management Inc

Investment Bank/Securities Brokerage - Bellevue, WA, US

Coldstream Capital Management Inc Employees
Detlef Schrempf

Director Of Business Development

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Jake Karavias

CSA

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Emily Hengstler

Private Client Services Administrator II

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Tristan Mohn

Private Client Services Administrator II

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Brian Vowinkel

Investment Advisor

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Karen Karaica

Construction Loan Coordinator for Ascent Capital, a subsidiary of Coldstream

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Blake Emery

Research Analyst

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Coldstream Capital Management Inc Senior Management
Phil Platt

COO

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Josh Harris

Wealth Manager & Managing Director, Corporate Development

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Coldstream Capital Management Inc Details

Coldstream is an employee-owned, independently-operated wealth management firm that's 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."

Coldstream Capital Management Inc logo, Coldstream Capital Management Inc contact details
Website: coldstream.com
Employees: 100 - 249
HQ: 425-283-1600
Location: Bellevue, WA, US
Revenue: 20 - 50 Million
Wealth Managment Services Family Wealth Planning Multi-Generational Planning Investment Management Settlement Advisory Services Employer Sponsored Retirement Plans Endowments and Foundations Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Coldstream Capital Management Inc Technologies
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