Coldstream Wealth Management Acquires Harrison Berkman Claypool & Guard and HBC Financial Services
January 9, 2025
Coldstream Wealth Management announced that Seattle-based Harrison Berkman Claypool & Guard (HBCG) and HBC Financial Services (HBC) are joining Coldstream, bringing approximately $500 million in assets under advisement and increasing Coldstream's total AUA to $11.1 billion. The combination strengthens Coldstream’s Tax & Consulting capabilities and continues its Pacific Northwest expansion while the joining firms remain independently operated and employee-owned.
- Buyers
- Coldstream Wealth Management
- Targets
- Harrison Berkman Claypool & Guard, HBC Financial Services
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Buyout
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