Coldstream Management Team
Summary
Coldstream is a private company that has been in the industry for 30 years. The business currently specializes in Financial Services area. Kevin Fitzwilson is the Chief Executive Officer at the company. Coldstream's headquarter is located at Bellevue, Washington, USA. The number of employees is at least 25. Register with SignalHire to connect with Coldstream employees and management.
| Coldstream Website | coldstream.com |
| Social Links |    |
| Phone Number | 425-283-1600 |
| Industries | |
| Coldstream Headquarters address | One 100th Ave. NE, Suite 102, Bellevue, WA, 98004 US |
| Company Size | 200-500 employees |
| Specialties | Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, Endowments and Foundations, Retirement Plan Services |
| SIC Code | 6199 |
| DMA Code | Seattle Metropolitan Area |
| Founded | 1996 |
| Operating Status | Merged |
Coldstream Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Chief Investment Officer
Chief Operating Officer
Chief Compliance Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2003 | Privately Held | 25 - 100 | |
| 2000 | Privately Held | 25 - 100 | |
| 2005 | Privately Held | 10-50 | |
| 2019 | - | 1-10 |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a growth in traffic to the coldstream.com website. In May, traffic increased to 107546, compared to 36027 in the previous month. The highest traffic in 2026 was recorded in May, reaching 107546 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Coldstream's workforce includes employees across a wide range of tenure levels.
4% have been with the company for less than 1 year8% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years15% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
Companies Similar to Coldstream
Coldstream Corporate Information: FAQ
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