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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
650 Ne Holladay St #1500, Portland, OR 97232 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arnerich Massena, Inc. | Portland | OR | 04/2003 | 07/2024 |
| Coldstream Wealth Management | Bellevue | WA | 07/2024 | 12/2024 |
| Coldstream Wealth Management | Bellevue | WA | 12/2024 | Present |
BRYAN CURRENTLY SERVES ON THE FOLLOWING ADVISORY COMMITTEES OF FUNDS OR PORTFOLIO COMPANIES WHERE CLIENT'S ASSETS ARE CURRENTLY INVESTED. Bryan attends these meetings by conference call or in person and the funds or companies usually pay the employee's expenses for traveling to and from the meetings, as well as hotel costs while attending the meetings. Bryan receives no other remuneration. The firm works to minimize these potential conflicts by prohibiting the receipt of compensation. NAME: MORRISON STREET CAPITAL FUNDS (IV, V and MSIF) INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JULY 2004 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS. NAME: KCB REAL ESTATE INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JUNE 2015 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: WATER ASSET MANAGEMENT - US WATER and LAND INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: URBAN DEVELOPMENT PARTNERS INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COUNCIL MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: BROOKE PRIVATE EQUITY ASSOCIATES INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS
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