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COLDSTREAM CAPITAL MANAGEMENT, INC.

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Company Details

Legal Name: COLDSTREAM CAPITAL MANAGEMENT, INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: May 16th 1996
Expiration date: 31 May 2026
UBI Number: 601 713 682
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1 100TH AVE NE STE 102, BELLEVUE, WA, 98004-5608, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 1 100TH AVE NE, SUITE 102, BELLEVUE, WA, 98004-5608, UNITED STATES

Contact Details

E-Mail: ACCOUNTSPAYABLE@COLDSTREAM.COM

Nature of Business

Other Services, PROVIDE FINANCIAL ADVISE AND ASSET MANAGEMENT TO HIGH NET WORTH CLIENTS. PROVIDE FINANCIAL PLANNING AND FINANCIALS CONSULTING PLANS TO CLIENTS.

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Registered Agent Information

Name Role Address
KEVIN FITZWILSON Registered Agent 1895 W MERCER WAY, MERCER ISLAND, WA, 98040-2018, UNITED STATES

Key Officers & Management

Name Role
KEVIN FITZWILSON Governing Person

Form 5500 Series

Employer Identification Number (EIN):
931052371
Plan Year:
2021
Number Of Participants:
94
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
PHILLIP PLATT(Plan administrator)
Plan Year:
2020
Number Of Participants:
87
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
PHILLIP PLATT(Plan administrator)
Plan Year:
2019
Number Of Participants:
96
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
PHILLIP PLATT(Plan administrator)
Plan Year:
2018
Number Of Participants:
93
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
PHILLIP PLATT(Plan administrator)
Plan Year:
2017
Number Of Participants:
68
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
PHILLIP PLATT(Plan administrator)
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