Coldstream Wealth Management
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About this Advisor
George Pierce is a certified financial planner in Seattle, Washington. Currently an investment advisor with Coldstream Wealth Management, Pierce has 18 years of practice as a registered investment advisor. Pierce holds a Series 63 license, designating the advisor as a securities broker. Pierce is able to work with customers based out of Texas and Washington. During their career, the advisor has held roles at Linsco Private Ledger, George R. Pierce And Associates LLC and Coldstream Capital Management Inc. Coldstream Wealth Management is based out of Seattle, Washington, and has three other offices in the nation. In total, Coldstream Wealth Management manages $3 billion in assets throughout 936 client accounts and employs more than 55 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 636 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 65% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Coldstream Wealth Management can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. The firm may charge clients asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Coldstream Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
George Pierce Work History
George has 18 years of experience.
Coldstream Capital Management Inc
Linsco Private Ledger
George R. Pierce And Associates LLC
George Pierce has no disclosures.
Please visit their SEC profile for more details.