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Fitzwilson, Scott, Richard

Trustee, Fitzwilson Family 2016 TrustColdstream Capital Management Inc

About Fitzwilson, Scott, Richard

Fitzwilson, Scott, Richard is listed as Trustee, Fitzwilson Family 2016 Trust at Coldstream Capital Management Inc in Bellevue, WA. Form ADV reports a beneficial ownership band of 10-25%. Fitzwilson, Scott, Richard is associated with 2 registered advisers.

Reported ownership

Owns 10-25% of Coldstream Capital Management Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Fitzwilson, Scott, Richard work?

Fitzwilson, Scott, Richard is listed as Trustee, Fitzwilson Family 2016 Trust at Coldstream Capital Management Inc on SEC Form ADV.

How much of Coldstream Capital Management Inc does Fitzwilson, Scott, Richard own?

Form ADV reports a beneficial ownership band of 10-25%.

Coldstream Capital Management Inc

TitleTrustee, Fitzwilson Family 2016 Trust
Ownership10-25%
Control personNo
Since2021
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Coldstream Capital Management Inc

TitleTrustee, Fitzwilson Family Irrevocable Trust
Ownership10-25%
Control personNo
Since2021
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