Coldstream Wealth Management

www.coldstream.com

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.”

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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.”

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Country

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State

Washington

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City (Headquarters)

Bellevue

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Founded

1996

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Director of Marketing

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager and Squad Lead

    Email ****** @****.com
    Phone (***) ****-****

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