RAINIER GROUP INVESTMENT ADVISORY LLC
Legal name: COLDSTREAM WEALTH MANAGEMENT
CRD #132486 SEC #801-63467 BELLEVUE, WA 425-463-3000
SEC Registered
Total AUM
$659.3M
Discretionary
$626.7M
Employees
14
Clients
26
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $659.3M | $626.7M | $32.7M | 14 | 0 |
| May 2020 | $659.3M | $626.7M | $32.7M | 14 | 0 |
| Mar 2019 | $580.1M | $567.8M | $12.4M | 15 | 0 |
| Mar 2018 | $646.2M | $641.4M | $4.8M | 15 | 291 |
| Aug 2017 | $761.8M | $742M | $19.8M | 17 | 400 |
| Apr 2017 | $761.8M | $742M | $19.8M | 17 | 400 |
| Feb 2017 | $761.8M | $742M | $19.8M | 19 | 400 |
| May 2016 | $774.1M | $717.8M | $56.3M | 21 | 400 |
| Mar 2016 | $774.1M | $717.8M | $56.3M | 21 | 400 |
| Oct 2015 | $858.8M | $794.9M | $64M | 23 | 400 |
| Oct 2015 | $858.8M | $794.9M | $64M | 23 | 400 |
| Mar 2015 | $858.8M | $794.9M | $64M | 23 | 400 |
| Jun 2014 | $798.1M | $765.6M | $32.6M | 19 | 300 |
| Mar 2014 | $798.1M | $765.6M | $32.6M | 19 | 300 |
| Sep 2013 | $770M | $770M | $0 | 21 | 300 |
| May 2013 | $770M | $770M | $0 | 21 | 300 |
| Apr 2013 | $770M | $770M | $0 | 21 | 300 |
| Mar 2013 | $770M | $770M | $0 | 21 | 300 |
| Feb 2013 | $626M | $626M | $0 | 20 | 300 |
| Mar 2012 | $626M | $626M | $0 | 6 | 300 |
| Nov 2011 | $612.9M | $612.9M | $0 | 6 | 101 |
| May 2011 | $633.1M | $633.1M | $0 | 10 | -- |
| Apr 2011 | $633.1M | $633.1M | $0 | 10 | -- |
| Mar 2010 | $605.2M | $605.2M | $0 | 10 | -- |
| Mar 2008 | $628M | $628M | $0 | 10 | -- |
| Feb 2007 | $551.9M | $551.9M | $0 | 10 | -- |
| Mar 2006 | $422M | $422M | $0 | 10 | -- |
| Sep 2005 | $300M | $300M | $0 | 10 | -- |
| Jan 2005 | $300M | $300M | $0 | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 10 | -- |
DateJun 2020
Total AUM$659.3M
Discretionary$626.7M
Non-Disc.$32.7M
Employees14
Clients0
DateMay 2020
Total AUM$659.3M
Discretionary$626.7M
Non-Disc.$32.7M
Employees14
Clients0
DateMar 2019
Total AUM$580.1M
Discretionary$567.8M
Non-Disc.$12.4M
Employees15
Clients0
DateMar 2018
Total AUM$646.2M
Discretionary$641.4M
Non-Disc.$4.8M
Employees15
Clients291
DateAug 2017
Total AUM$761.8M
Discretionary$742M
Non-Disc.$19.8M
Employees17
Clients400
DateApr 2017
Total AUM$761.8M
Discretionary$742M
Non-Disc.$19.8M
Employees17
Clients400
DateFeb 2017
Total AUM$761.8M
Discretionary$742M
Non-Disc.$19.8M
Employees19
Clients400
DateMay 2016
Total AUM$774.1M
Discretionary$717.8M
Non-Disc.$56.3M
Employees21
Clients400
DateMar 2016
Total AUM$774.1M
Discretionary$717.8M
Non-Disc.$56.3M
Employees21
Clients400
DateOct 2015
Total AUM$858.8M
Discretionary$794.9M
Non-Disc.$64M
Employees23
Clients400
DateOct 2015
Total AUM$858.8M
Discretionary$794.9M
Non-Disc.$64M
Employees23
Clients400
DateMar 2015
Total AUM$858.8M
Discretionary$794.9M
Non-Disc.$64M
Employees23
Clients400
DateJun 2014
Total AUM$798.1M
Discretionary$765.6M
Non-Disc.$32.6M
Employees19
Clients300
DateMar 2014
Total AUM$798.1M
Discretionary$765.6M
Non-Disc.$32.6M
Employees19
Clients300
DateSep 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees21
Clients300
DateMay 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees21
Clients300
DateApr 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees21
Clients300
DateMar 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees21
Clients300
DateFeb 2013
Total AUM$626M
Discretionary$626M
Non-Disc.$0
Employees20
Clients300
DateMar 2012
Total AUM$626M
Discretionary$626M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$612.9M
Discretionary$612.9M
Non-Disc.$0
Employees6
Clients101
DateMay 2011
Total AUM$633.1M
Discretionary$633.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$633.1M
Discretionary$633.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$605.2M
Discretionary$605.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$628M
Discretionary$628M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$551.9M
Discretionary$551.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--