Coldstream Holdings
Likely to Engage tag.Highly Engaged Employees

Finance · Washington, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

1 100th Ave NE Ste 200, Bellevue, Washin...

Phone Number

(425) 283-1600

Revenue

$39.5 Million

Industry

Finance Securities Trading

About Coldstream Holdings

Coldstream Wealth Management, founded in 1988 and headquartered in Bellevue, Washington, is a wealth management firm specializing in financial planning and customized investment portfolios.Explore more
Coldstream Holdings's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Coldstream Holdings Org Chart

Kevin Fitzwilson, Chief Executive Officer at Coldstream Holdings
United States flag for contact location.

Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
BS
United States flag for contact location.

Chief Investment Officer

PhoneEmail
DC
United States flag for contact location.

Chief Growth Officer

PhoneEmail
EY
United States flag for contact location.

Chief Compliance Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
LT
United States flag for contact location.

Director, Finance

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Coldstream Holdings

Compare insights from companies similar to Coldstream Holdings, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coldstream Holdings

$39.5M
51-200
Private
<$5M
1996
$55.9M
201-500
Private
$24.3M
2008
$36M
51-200
Private
-
1989
$19.9M
51-200
Private
-
1992
BM
Blaire MilaneseManaging Director, Director of Human Resources
$19.7M
51-200
Private
<$5M
1931
MP
Michelle PikeMember, President
$15.7M
201-500
Private
-
1994
JM
Joseph MuiDirector, Private Clients
$15.3M
51-200
Private
<$5M
1986
Michael Yoshikami, Chief Executive Officer & Founder at Destination Wealth Management
Michael YoshikamiCEO & Founder
Illustration of an envelope

Coldstream Holdings Tech Stack

A closer look at the technologies used by Coldstream Holdings

Top Finance Companies

Frequently Asked Questions Regarding Coldstream Holdings

What is Coldstream Holdings's official website?
Coldstream Holdings's official website is www.coldstream.com
What is Coldstream Holdings's Revenue?
Coldstream Holdings's revenue is $39.5 Million
What is Coldstream Holdings's SIC code?
Coldstream Holdings's SIC: 62,628
What is Coldstream Holdings's NAICS code?
Coldstream Holdings's NAICS: 52,523
How many employees does Coldstream Holdings have?
Coldstream Holdings has 51-200 employees
What industry does Coldstream Holdings belong to?
Coldstream Holdings is in the industry of: Finance, Securities Trading
What is Coldstream Holdings competition?
Coldstream Holdings top competitors include: Chilton Trust, Atlantic Financial, Kassouf, Aspiriant
What companies has Coldstream Holdings acquired?
Coldstream Holdings has acquired the companies: Rosenbaum Financial, Arnerich Massena, George R Pierce & Associates
What technology does Coldstream Holdings use?
Some of the popular technologies that Coldstream Holdings uses are: WordPress.org, PHP, DoubleClick, StackAdapt
How do I contact Coldstream Holdings?
Coldstream Holdings contact info: Phone number: (425) 283-1600 Website: www.coldstream.com
What does Coldstream Holdings do?

Coldstream Wealth Management, founded in 1988 and headquartered in Bellevue, Washington, is a wealth management firm specializing in financial planning and customized investment portfolios.... Read More

What are Coldstream Holdings social media links?
Coldstream Holdings Linkedin page Coldstream Holdings Twitter page Coldstream Holdings Facebook page
Is Coldstream Holdings a public company?
Coldstream Holdings is private company therefore does not currently have an official ticker symbol
See more information about Coldstream Holdings

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.