Bryan
Shipley
Coldstream Wealth Management
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About this Advisor
Bryan Shipley is a financial advisor based in Portland, Oregon, working with Coldstream Wealth Management. Bryan has previously worked at Arnerich Massena, Inc and Coldstream Wealth Management. Bryan is registered to provide services in Oregon. Currently, Bryan is part of Coldstream Wealth Management, which operates out of Portland, Oregon. The firm has 7 offices and 165 employees. Coldstream Wealth Management manages $10.5 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. Coldstream Wealth Management offers asset-based, hourly, fixed, performance-based, and other fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$10,461,132,588
165
3,769
$2,775,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bryan Shipley Work History
Coldstream Wealth Management
Coldstream Wealth Management
Arnerich Massena, Inc
Disclosures
Please visit the SEC profile of Bryan Shipley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coldstream Wealth Management
Portland, OR
Bellevue, WA
Mercer Island, WA
Portland, OR
Bellevue, WA
Bellevue, WA
Bellevue, WA
Portland, OR
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