COLDSTREAM CAPITAL MANAGEMENT INC
Doing business as COLDSTREAM WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$13,925,235,705
Discretionary
$13,623,767,104
Non-discretionary
$301,468,601
Firm details
- CRD number
- 108805
- SEC file number
- 801-39379
- Main office
- BELLEVUE, WA, United States
- Employees
- 207
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based Other
As of October 2026.