Company Overview
- Website
- coldstream.com
- Phone
- (425) 283-1600
- Employees
- 161
- Founded in
- 1996
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$40B
Total Funding Amount
$1M
Recent News & Media
Axxcess Wealth Management LLC Has $2.56 Million Stake in Airbnb, Inc. (NASDAQ:ABNB)
- Jul 10, 2025
- marketbeat.com
Horst & Graben Wealth Management LLC Takes Position in Marvell Technology, Inc. (NASDAQ:MRVL)
- Jul 10, 2025
- marketbeat.com
Xcel Wealth Management LLC Has $871,000 Position in Marvell Technology, Inc. (NASDAQ:MRVL)
- Jul 6, 2025
- marketbeat.com
Fund Update: CONFLUENCE INVESTMENT MANAGEMENT LLC opened a $24.5M position in $REGL stock
- Jul 1, 2025
- quiverquant.com
Rappaport Reiches Capital Management LLC Reduces Holdings in CF Industries Holdings, Inc. (NYSE:CF)
- Jun 25, 2025
- marketbeat.com
Cable Hill Partners, Oregon-Based $2 Billion RIA, Joins Coldstream
- Jun 3, 2025
- prnewswire.com
Who is Coldstream Capital Management Inc
Coldstream Capital Management Inc. is an employee-owned wealth management firm based in Bellevue, Washington. The company employs 161 individuals and generates an annual revenue of $40.2 million. Coldstream Capital Management provides wealth management services to high net-worth clients. They assist clients in navigating the intricacies of wealth management to achieve their financial and lifestyle objectives. Coldstream distinguishes itself as a fully employee-owned firm. This structure, coupled with their long-standing history since 1996, contributes to their commitment to client trust and personalized service. For more information about Coldstream Capital Management Inc., visit their website at coldstream.com.