Investment adviser · CRD 132486

COLDSTREAM WEALTH MANAGEMENT

Investment adviser filing (IA)

RAINIER GROUP INVESTMENT ADVISORY LLC

BELLEVUE, WA, United States · Form ADV filed Jun 30, 2020

Regulatory AUM
$659M
Form ADV · Item 5.F
Client accounts
290
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals27$294,955,92044.7%
Individuals229$270,237,55941.0%
Corporations & businesses18$77,707,67511.8%
Retirement plans15$16,428,5092.5%
Filing source

Form ADV 1441080 · Jun 30, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1 - 100TH AVENUE NE, SUITE 102
BELLEVUE, WA, 98004, United States

CRD 132486

Filing source

Form ADV 1441080 · Jun 30, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.