COLDSTREAM

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Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. The company also designs and advises on pension and profit-sharing plans, wealth planning services unique to an injury settlement, and manage portfolios for charitable organizations and corporations. It was founded in 1996 and headquartered in Bellevue, Washington.

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COLDSTREAM

Social Links:

Industry:
Finance Financial Services

Founded:
1996-01-01

Status:
Active

Contact:
206.281.7700

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

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Roger Reynolds
Roger Reynolds Partner and Co-Founder @ Coldstream
Partner and Co-Founder
1996-01-01

Founder


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Roger Reynolds

Investments List

Date Company Article Money raised
2012-01-01 WorldMate Coldstream investment in Series D - WorldMate 2.8 M USD
2000-07-25 Markette Coldstream investment in Series A - Markette 1.6 M USD

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