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
| Title | Trustee, Fitzwilson Family 2016 Trust |
| Ownership | 10-25% |
| Control person | No |
| Since | 2021 |
Coldstream Capital Management Inc
| Title | Trustee, Fitzwilson Family Irrevocable Trust |
| Ownership | 10-25% |
| Control person | No |
| Since | 2021 |